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 Meyer is an investment advisor representative at Berger Financial Group. Rachel has been in the financial services industry for over 25 years. Rachel holds the Series 63, Series 65, and Series 7 securities licenses, as well as the SIE. Rachel has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Rachel specializes in financial planning, portfolio management, and educational seminars. Rachel is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MN
12/12/2024 - Present
Berger Financial Group (PLYMOUTH MN)
MN
08/03/2020 - 10/20/2022
PURSHE KAPLAN STERLING INVESTMENTS (Plymouth MN)
MN
09/15/2014 - 08/26/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)
MN
10/07/2003 - 05/28/2013
1ST GLOBAL CAPITAL CORP. (GOLDEN VALLEY MN)
MN
09/03/1999 - 02/20/2003
ASKAR CORP. (BLOOMINGTON MN)
MN
11/26/1997 - 08/12/1999
SYMMETRIC INVESTMENTS, INC. (MINNETONKA MN)
IA
Issued 12/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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