Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raquel? Claim Your ProfileRaquel B Pacheco is a financial advisor with Wells Fargo Clearing Services, LLC. Raquel has been in the financial services industry since 2000 and has a wide range of experience working with individuals, families, businesses, and charitable organizations. Raquel's prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Butler, Wick & Co., Inc., and Wachovia Securities, LLC has provided her with a solid foundation in the industry. Raquel is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Series 7, Series 63, and Series 65 licenses. Raquel is also active in the community and is a member of the investment committee of the Community Foundation of Lorain County.
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
OH
01/10/2024 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE OH)
OH
06/18/2007 - 02/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANFIELD OH)
OH
06/14/2004 - 06/26/2007
BUTLER, WICK & CO., INC. (BOARDMAN OH)
MO
10/06/2000 - 07/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 07/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
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
Not sure Raquel Pacheco is the right advisor for you? Invested Better is here to help.
