Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Webster is a financial advisor with Raymond James & Associates, Inc. Rachel has over 9 years of experience in the financial services industry. Previously, Rachel worked at Morgan Stanley for over 6 years. Rachel is a Certified Financial Planner™ and is registered with the State of Georgia and the Financial Industry Regulatory Authority (FINRA). Rachel specializes in providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
1
2
GA
02/11/2020 - Present
Raymond James & Associates, Inc. (ALPHARETTA GA)
GA
04/30/2018 - 02/04/2020
MORGAN STANLEY (ATLANTA GA)
GA
01/20/2011 - 05/24/2017
MORGAN STANLEY (ATLANTA GA)
BOTH
Issued 06/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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