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 Schneider is an active investment advisor representative with Alliancebernstein LP. Rachel has been in the industry since February 3, 2019, and is currently registered in Washington. Rachel has a strong background in the financial services industry and holds a wide range of licenses and certifications. She is a licensed investment advisor representative and has successfully passed the Series 63, 65, 7, 9, 10, and SIE exams. Rachel holds registrations in both Washington and New Mexico. Rachel specializes in asset allocation, financial planning, portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
12/18/2023 - Present
Alliancebernstein LP (SEATTLE WA)
IA
Issued 12/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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