Unclaimed
Rachel Rose Monaco is a financial advisor registered with Fidelity Brokerage Services LLC. Rachel has been in the financial industry since January 22, 2014. Rachel has passed the Series 6, 7, and SIE exams. In addition to her registration with Fidelity Brokerage Services LLC, Rachel is also registered with the state of Florida. Prior to joining Fidelity Brokerage Services LLC, Rachel was employed by J.P. MORGAN 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.
1
2
FL
11/28/2016 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
04/23/2013 - 02/26/2016
J.P. MORGAN SECURITIES LLC (Jacksonville FL)
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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