Unclaimed
Rainey Lou Campiglia hanley is a financial advisor with over 30 years of experience in the industry. Rainey is currently registered with Wells Fargo Clearing Services, LLC and has held past registrations with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PAINEWEBBER INCORPORATED, and LEHMAN BROTHERS INC. Rainey holds the Series 7, Series 63, and Series 65 licenses. Rainey has a strong track record of helping clients achieve their financial goals. Rainey provides a range of financial services including investment management, financial planning, and investment consulting.
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.
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2
CA
01/10/2015 - Present
Wells Fargo Clearing Services, LLC (RANCHO SANTA FE CA)
CA
05/01/1995 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)
NJ
08/10/1990 - 05/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/20/1982 - 08/30/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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