Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Lobdell is an active investment advisor representative with UBS Financial Services Inc., located in WINTER HAVEN, FL. Rachel Lobdell has been in the industry since November 1999. The firm is a registered investment advisor, with offices in several states. They have a broad range of client types, including individuals, families, trusts, estates, businesses, and institutions. UBS Financial Services Inc. provides a variety of advisory services, including financial planning, portfolio management, and investment management. They also offer educational seminars and publications. They offer investment advisory services in various states.
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.
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.
See schedule d - miscellaneous
1
2
FL
11/19/2008 - Present
UBS Financial Services Inc. (WINTER HAVEN FL)
FL
10/01/2000 - 11/18/2008
WACHOVIA SECURITIES, LLC (LAKELAND FL)
NC
11/23/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 07/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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