Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachelle? Claim Your ProfileRachelle Agnes Petruzziello is a financial advisor with over 29 years of experience in the industry. Rachelle has been registered with Wells Fargo Clearing Services, LLC since 2003 and previously worked for Prudential Securities Incorporated and JW Charles Securities, Inc. Rachelle is a Series 7 and Series 63 licensed professional and holds the Securities Industry Essentials Examination (SIE) certification. She is registered to provide investment advisory services in 37 states. Rachelle specializes in working with high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. She is committed to providing her clients with comprehensive financial planning and investment management services tailored to their individual needs.
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.
Investment consulting services to institutional clients
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
FL
04/08/2011 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
NY
06/06/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
01/03/1994 - 07/01/1994
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
FL
11/15/1993 - 01/03/1994
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
BC
Issued 06/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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