Unclaimed
Rachelle Denaro is a financial advisor at Edward Jones, a leading financial services firm. Rachelle has been in the financial services industry since 2019, working with clients across the United States. Rachelle has expertise in a variety of financial planning areas including retirement planning, investment management, and estate planning. She is committed to building long-term relationships with her clients and helping them achieve their financial goals. Rachelle is a registered representative of Edward Jones and holds a Series 7, Series 63, and Series 66 license.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
SC
03/28/2024 - Present
Edward Jones (MYRTLE BEACH SC)
CO
02/16/2023 - 03/25/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
SC
12/16/2022 - 01/04/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYRTLE BEACH SC)
NC
05/21/2019 - 09/30/2022
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 12/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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