Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Borriello is a financial advisor who has been in the industry since November 8, 2016. Rachel is currently registered as a Registered Representative (RR) with Fidelity Personal and Workplace Advisors and has been with the firm since March 2017. Rachel is also a Registered Investment Advisor (IA) representative with Fidelity Personal and Workplace Advisors and holds registrations in New Jersey, New York, and Texas. Previously, Rachel was a Registered Representative with National Securities Corporation in New York from March 2016 to March 2017.
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
NY
03/03/2020 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
11/09/2016 - 03/31/2017
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 04/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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