Unclaimed
Rachel Meierovich is a financial advisor based in New York, New York. Rachel has been in the industry since 2021 and is currently registered with Sanford C. Bernstein & CO., LLC. Previously, Rachel was registered with BARCLAYS CAPITAL INC. Rachel holds Series 63, Series 7TO and SIE licenses and is registered to provide securities advice in both New York and New Jersey.
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.
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.
See schedule d, miscellaneous
1
2
NY
02/21/2024 - Present
Sanford C. Bernstein & CO., LLC (NEW YORK NY)
NY
08/07/2021 - 12/22/2023
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rachel Meierovich is the right advisor for you? Invested Better is here to help.