Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Racquel? Claim Your ProfileRacquel Robinson is a financial advisor at Wells Fargo Clearing Services, LLC. Racquel holds the Series 7 and Series 63 licenses and the SIE exam. Racquel has been in the industry for several years and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Racquel previously worked at TIAA-CREF Individual & Institutional Services, LLC and Robinhood Financial, LLC. Racquel specializes in providing financial planning, investment consulting, and portfolio management services.
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
MO
05/18/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
04/08/2022 - 09/09/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
AZ
04/09/2021 - 06/28/2021
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
07/06/2018 - 03/22/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 07/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
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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