Unclaimed
Rachel Marie White is a financial advisor registered with Neuberger Berman BD LLC. Rachel has been in the financial services industry since 2018 and has a Chartered Financial Analyst designation. Rachel holds Series 31, 7TO, and 63 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/29/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
BC
Issued 11/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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