Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raquel? Claim Your ProfileRaquel L. Nacht is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Hollywood, FL. Raquel has been in the financial industry since 2003 and holds Series 7, 63 and 65 licenses. Before joining Raymond James Financial Services Advisors, Inc. Raquel has held previous positions with MORGAN STANLEY, JANNEY MONTGOMERY SCOTT LLC and CREDIT SUISSE SECURITIES (USA) LLC. Raquel specializes in working with individuals, corporations, high net worth individuals, pension and profit sharing plans, insurance companies, and charitable organizations.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
12/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Hollywood FL)
FL
06/07/2023 - 12/13/2023
MORGAN STANLEY (Aventura FL)
FL
04/19/2018 - 05/17/2023
JANNEY MONTGOMERY SCOTT LLC (FT. LAUDERDALE FL)
FL
01/17/2003 - 06/14/2016
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
NJ
04/04/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 12/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Raquel Nacht is the right advisor for you? Invested Better is here to help.
