Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Racquel? Claim Your ProfileRacquel Leigh Kolsrud is a financial advisor with Vigilare Wealth Management LLC, and has over 20 years of experience in the financial services industry. Racquel has a Series 7, Series 63 and Series 66 licenses and is also a Certified Financial Planner. Racquel has previously worked for CHARLES SCHWAB & CO., INC..
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.
A percentage of the total value of assets under management is charged.
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CA
06/20/2011 - Present
Vigilare Wealth Management LLC (SAN DIEGO CA)
CA
06/02/2000 - 06/25/2009
CHARLES SCHWAB & CO., INC. (SAN DIEGO CA)
BOTH
Issued 03/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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