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 Satterthwaite is an investment advisor representative associated with LPL Financial LLC. Rachel has been in the industry since February 2020. Rachel has Series 66, Series 7TO, and SIE licenses. Rachel is registered with FINRA and is active in Colorado, North Carolina, Pennsylvania, and Virginia. Rachel previously worked with Waddell & Reed. Rachel provides consulting and other non-discretionary advisory services, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/21/2021 - Present
LPL Financial LLC (COLLEGEVILLE PA)
PA
02/26/2020 - 07/21/2021
WADDELL & REED (COLLEGEVILLE PA)
BOTH
Issued 05/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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