Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachelle? Claim Your ProfileRachelle Advani is a financial advisor at Edelman Financial Engines. Rachelle has been in the industry for over 10 years and is registered to provide investment advice in Virginia. Rachelle specializes in a variety of investment areas, including portfolio management, financial planning, and educational seminars. Rachelle previously worked at EF Legacy Securities, LLC and Sanders Morris Harris LLC.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (North Chesterfield VA)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BETHESDA MD)
VA
06/16/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
BOTH
Issued 10/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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