Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Marie Harris is a financial advisor at World Investment Advisors, LLC. Rachel is a licensed investment advisor representative in California and holds the Series 66, Series 7, and SIE licenses. Rachel has been working in the industry since March 2018 and has experience with various financial products and services including insurance, annuities, and investments. Rachel is dedicated to providing clients with personalized financial planning and wealth management solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/23/2021 - Present
World Investment Advisors, LLC (San Ramon CA)
CA
05/09/2019 - 08/24/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
CA
06/05/2018 - 11/01/2018
AMERITAS INVESTMENT CORP. (SAN RAMON CA)
CA
09/15/2017 - 06/18/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (ALAMO CA)
BOTH
Issued 11/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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