Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Self is a financial advisor at Centura Wealth Advisory. Rachel has been in the industry for a short period of time and is committed to providing her clients with the highest level of service. Rachel holds a Series 7 and Series 66 licenses. Rachel is registered with the state of California. Rachel specializes in providing financial planning services for individuals, families, and businesses. Rachel is also a registered representative with Ameriprise Financial Services, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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CA
01/01/2025 - Present
Centura Wealth Advisory (SAN DIEGO CA)
CA
08/28/2020 - 11/19/2021
AMERIPRISE FINANCIAL SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 10/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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