Rachel Pierson (CRD# 6757267) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hemet, CA and has over 3 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5440273
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2021 - Current | 2 |
Cetera Financial Specialists LLC | Schaumburg, IL | Feb 2021 - Current | 3 |
Wealth & Income Solutions, Inc. Dba Wealth Management | Hemet, CA | Feb 2021 - Current | 3 |
Brood & Seibert, Cpas | Hemet, CA | Nov 2016 - Current | 7 |
Cetera Financial Specialists LLC | Schaumburg, IL | Feb 2017 - Feb 2021 | 4 |
Wealth & Income Solutions, Inc. Dba Wealth Management | Hemet, CA | Nov 2016 - Feb 2021 | 4 |
Right Space Storage | Killeen, TX | Sep 2017 - Feb 2018 | < 1 |
State Farm Insurance | Temple, TX | Jun 2015 - Sep 2016 | 1 |
Mulligan Ffc | Murrieta, CA | Jun 2008 - May 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2021 |
S65 | NASAA Investment Advisors Law Examination | May 2021 |
- CA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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