Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachelle? Claim Your ProfileRachelle Beer is a financial advisor with UBS Financial Services Inc. Rachelle has been in the financial industry since August 2009. Rachelle is registered in 8 states to offer securities and investment advisory services. Rachelle is a registered representative with UBS Financial Services Inc., holding a Series 7 and Series 66 license. Prior to joining UBS Financial Services Inc., Rachelle was employed by CHARLES SCHWAB & CO., INC. and UBS Financial Services Inc.. Rachelle works out of the Denver, Colorado office.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
05/11/2012 - Present
UBS Financial Services Inc. (DENVER CO)
CO
08/19/2010 - 04/25/2012
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
10/06/2008 - 11/06/2009
UBS FINANCIAL SERVICES INC. (DENVER CO)
BOTH
Issued 01/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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