Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Riggins-farrell is an investment advisor representative at Ellevest, a firm that provides investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Rhonda has over 20 years of experience in the financial services industry and has held various roles at firms like Edward Jones and Wells Fargo Advisors. Rhonda holds the Series 6, 7, 63, 65, 66, and SIE licenses. Rhonda also holds the Certified Financial Planner designation. Rhonda provides financial planning, portfolio management, and educational seminars to clients. Rhonda is committed to helping clients achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning workshops; 1:1 consulting
1
2
CA
09/05/2023 - Present
Ellevest (SAN FRANCISCO CA)
MO
07/31/2020 - 09/26/2023
EDWARD JONES (ST. LOUIS MO)
MO
12/02/2010 - 06/07/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
12/10/2004 - 12/08/2010
COMMERCE BROKERAGE SERVICES, INC. (ST LOUIS MO)
NE
03/17/2004 - 10/07/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MO
08/25/1998 - 09/14/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/12/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2005
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Rhonda Riggins-farrell is the right advisor for you? Invested Better is here to help.
