Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Kenefick is a financial professional with over 20 years of experience in the industry. Rachel is currently registered with Stifel, Nicolaus & Company, Inc. and is located in Paso Robles, CA. Previously, Rachel worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Rachel holds Series 63, Series 7 and SIE licenses.
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.
1
2
CA
10/27/2021 - Present
Stifel, Nicolaus & Company, Inc. (PASO ROBLES CA)
CA
10/17/2005 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LUIS OBISPO CA)
NY
07/23/2002 - 04/18/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Rachel Kenefick is the right advisor for you? Invested Better is here to help.
