Unclaimed
Rachel Nicole Bilskie is a financial advisor with Citizens JMP Securities, LLC. Rachel has been in the financial industry since 2019. Rachel is registered with FINRA and holds the Series 63, Series 79, and Series 7 licenses, in addition to the SIE exam. Rachel has been a registered representative with Citizens JMP Securities, LLC since August 2023. Prior to that, Rachel was a registered representative with Citizens Capital Markets and Wells Fargo Securities, LLC.
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.
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2
NC
08/01/2023 - Present
Citizens JMP Securities, LLC (CHARLOTTE NC)
NC
04/05/2021 - 08/01/2023
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
NC
10/15/2019 - 01/05/2021
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 10/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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