Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachelle? Claim Your ProfileRachelle Flood Kupelian is a financial advisor who has been working in the industry since 2014. Rachelle currently works at Morgan Stanley. Prior to working at Morgan Stanley, Rachelle worked for Citigroup Global Markets Inc. and J.P. Morgan Securities LLC. Rachelle is licensed to provide investment advice in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Louisiana, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Rachelle has passed the Series 6, Series 7, Series 63, and Series 66 exams.
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
GA
12/13/2021 - Present
Morgan Stanley (Alpharetta GA)
CA
11/05/2018 - 07/20/2021
CITIGROUP GLOBAL MARKETS INC. (AGOURA HILLS CA)
CA
11/02/2013 - 11/09/2018
J.P. MORGAN SECURITIES LLC (SIMI VALLEY CA)
BOTH
Issued 10/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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