Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachelle? Claim Your ProfileRachelle Wagner is a financial advisor who has been in the industry since 2016. Rachelle Wagner is currently registered with Wells Fargo Clearing Services, LLC. Previously, Rachelle Wagner was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Ameriprise Financial Services, Inc.. Rachelle Wagner holds the Series 66, Series 7, and SIE licenses. Rachelle Wagner's specializations include retirement planning, college savings, estate planning, and insurance.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
03/19/2019 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
07/23/2018 - 03/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
TX
10/03/2016 - 06/19/2018
AMERIPRISE FINANCIAL SERVICES, INC. (STEPHENVILLE TX)
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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