Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Hoang is a financial advisor with over 20 years of experience in the financial services industry. Rachel holds a variety of licenses and certifications, including Series 6, 7, 63, and 65. Rachel is currently registered with Independent Financial Group, LLC. Previously Rachel worked at NPB Financial Group, LLC and Financial Network Investment Corporation. Rachel's expertise includes financial planning, portfolio management, and investment advisory services. Rachel's firm specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm manages over $6.75 billion in assets.
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.
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.
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2
CA
05/01/2021 - Present
Independent Financial Group, LLC (MANHATTAN BEACH CA)
CA
04/28/2009 - 05/03/2021
NPB FINANCIAL GROUP, LLC (Manhattan Beach CA)
CA
01/30/2008 - 05/07/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (MANHATTEN BEACH CA)
CA
10/01/1998 - 12/14/2007
ASSOCIATED SECURITIES CORP. (MANHATTAN BEACH CA)
IA
Issued 04/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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