Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Suzanne Bullard is a financial advisor registered with Raymond James Financial Services, Inc.. Rachel has over 3 years of experience in the financial services industry. Rachel is licensed to provide financial advice and sell securities in Tennessee. Rachel holds the Series 63, SIE and Series 7 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.
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.
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2
FL
09/22/2022 - Present
Raymond James Financial Services, Inc. (ST. PETERSBURG FL)
TN
03/19/2021 - 09/28/2022
KESTRA INVESTMENT SERVICES, LLC (MEMPHIS TN)
TN
08/27/2018 - 08/16/2019
CHARLES SCHWAB & CO., INC. (Germantown TN)
BC
Issued 10/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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