Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhys? Claim Your ProfileRhys Gailah is a financial advisor in Edina, MN and has been in the industry since 2018. Rhys is a registered representative of Raymond James Financial Services Advisors, Inc. and currently holds Series 6, 7TO, and SIE licenses. Rhys is also licensed in the state of MN. Rhys has previous experience with Allianz Life Financial Services, LLC, Wells Fargo, Allianz Life Insurance Company of North America, USI Insurance Services, and Think Bank.
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
MN
10/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Edina MN)
MN
05/18/2018 - 11/13/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 06/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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