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 Reis is a financial advisor registered with Charles Schwab & CO., Inc. and is located in Edina, MN. Rachel has been working in the financial industry since 2020. She specializes in providing financial advice to both individuals and businesses. She is licensed to provide financial advice in several states. Before joining Charles Schwab & CO., Inc., Rachel worked as a financial advisor at Ameriprise Financial Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MN
07/17/2023 - Present
Charles Schwab & CO., Inc. (Edina MN)
MN
11/21/2020 - 07/07/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 12/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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