Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Small is a financial advisor registered with Truist Advisory Services, Inc. She is licensed in 53 states and the District of Columbia. Rachel has been in the financial industry since 2017 and has experience in providing financial planning, portfolio management, and other investment related services. Rachel is also licensed as a notary public in North Carolina.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/06/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RALEIGH NC)
IA
Issued 10/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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