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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 Elaine Keith is a financial advisor with over 11 years of experience in the industry. Rachelle is currently registered with LPL Financial LLC. Rachelle has held previous registrations with CUNA Brokerage Services, INC. and Woodbury Financial Services, INC. Rachelle holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Rachelle is licensed to provide investment advice in 13 states including Washington, Arizona, California, Oregon, Montana, Minnesota, Kentucky, Texas, Oklahoma, South Dakota, North Carolina, Georgia, and the District of Columbia. Rachelle provides financial planning and investment management services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
05/18/2022 - Present
LPL Financial LLC (LONGVIEW WA)
WA
11/28/2011 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LONGVIEW WA)
MN
05/15/2001 - 11/01/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 10/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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