Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Williams is a financial advisor with over 10 years of experience in the industry, specializing in providing investment advice and portfolio management services. Rachel is registered with PFS Investments Inc. and holds multiple licenses, including Series 6, Series 26, and Series 63. Rachel is also registered as an Investment Advisor Representative in the state of Ohio. Rachel's focus is on building long-term relationships with clients and providing them with personalized financial solutions. Rachel works with a variety of clients, including high-net-worth individuals, families, and businesses.
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.
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.
1
2
OH
06/19/2013 - Present
PFS Investments Inc. (DUBLIN OH)
BC
Issued 07/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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