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Rachel Nicole Bilskie

Citizens JMP Securities, LLC

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About Rachel Nicole Bilskie

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.

Firm Information

Rachel Bilskie is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Rachel Bilskie’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Nicole Bilskie.
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