Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Melroy is a financial advisor with Capital Group Private Client Services, Inc. Rachel is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Rachel is registered to provide investment advisory services in California, Georgia, Illinois, Nevada, New York and Texas. Rachel has been a Registered Representative with Capital Group Private Client Services, Inc. since 2021. Previous experience includes positions with J.P. Morgan Securities LLC and JPMorgan Chase Bank in New York.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
NY
09/15/2009 - 02/08/2016
J.P. MORGAN SECURITIES LLC (new york NY)
BC
Issued 12/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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