Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Coronel is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the financial services industry. Rachel has been with Merrill Lynch for over 3 years and holds Series 6, 7, 63, 66, and SIE licenses. Her expertise encompasses various aspects of investment management, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Prior to joining Merrill Lynch, Rachel held roles with Northern Lights Distributors, LLC, Sentinel Financial Services Company, and Pruco Securities, LLC. Rachel is licensed in 24 states and District of Columbia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
02/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GARDEN CITY NY)
NE
02/21/2018 - 03/29/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
VT
08/30/2012 - 08/28/2017
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
NY
10/11/2010 - 08/30/2012
PRUCO SECURITIES, LLC. (UNIONDALE NY)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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