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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachelle-marie? Claim Your ProfileRachelle-marie Makara is a financial advisor registered with Fidelity Personal And Workplace Advisors. Rachelle-marie has been in the financial industry since August 26, 2018. Rachelle-marie holds Series 7, 9, 10, 63, and 66 licenses and is registered in Colorado, Massachusetts, Texas, and Utah. Rachelle-marie's firm manages between $1 billion and $10 billion in assets for clients. Fidelity Personal And Workplace Advisors is a national firm offering investment advice to individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm offers portfolio management, financial planning, and educational seminars.
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.
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.
1
2
NH
07/18/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 11/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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