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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachelle? Claim Your ProfileRachelle Denise Vanderwier is a financial advisor at Morgan Stanley with over 20 years of experience in the financial services industry. Rachelle has a strong background in providing investment advice to individuals, families, and businesses. She has a wide range of experience in different areas of financial planning, including retirement planning, college savings, and estate planning. Rachelle is committed to providing her clients with personalized financial advice that meets their unique needs and goals. Rachelle is registered with FINRA and the state of Texas as an investment advisor. She also holds the Series 7, Series 63, and SIE licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
03/28/2011 - Present
Morgan Stanley (Muskegon MI)
MI
06/01/2009 - 06/11/2010
MORGAN STANLEY SMITH BARNEY (MUSKEGON MI)
MI
03/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MUSKEGON MI)
MI
06/01/2000 - 03/17/2008
ROBERT W. BAIRD & CO. INCORPORATED (MUSKEGON MI)
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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