Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Wilder has been in the financial services industry since June 1999. Rachel is a Registered Representative of Eagle Strategies LLC, and an Investment Advisor Representative of Eagle Strategies LLC. Rachel holds the following securities licenses: Series 6, 7, 24, 51, 63, and 66. Rachel has the following specializations: Retirement Planning, College Savings, Estate Planning, Tax Planning, Insurance and Long Term Care. Rachel has been with Eagle Strategies LLC since 2006. Prior to that, Rachel was with First Investors Corporation.
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.
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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GA
11/17/2015 - Present
Eagle Strategies LLC (ALPHARETTA GA)
NJ
06/02/1999 - 08/30/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 5/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/4/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/2/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/7/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 6/1/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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