Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Metallo is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Rachel has been in the financial services industry since May 2016, working at various firms including Morgan Stanley, E*TRADE Securities LLC, and AXA Advisors, LLC. Rachel has a Series 7 and Series 66 license and is also a Certified Financial Planner. Rachel specializes in financial planning and portfolio management for individuals and businesses, offering a wide range of services to meet their clients' needs.
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.
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.
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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2
UT
04/03/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
11/22/2022 - 03/07/2024
MORGAN STANLEY (Sandy UT)
UT
06/22/2018 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
02/16/2016 - 09/01/2016
MSI FINANCIAL SERVICES, INC. (SANDY UT)
UT
10/13/2015 - 03/02/2016
AXA ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 09/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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