Rachel Bekowich (CRD# 6856247) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Larkspur, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Larkspur, CA | Jul 2017 - Current | 6 |
| Unemployed | Corte Madera, CA | Mar 2017 - Jul 2017 | < 1 |
| London Stock Exchange Group | Seattle, WA | Nov 2016 - Mar 2017 | < 1 |
| Uber | Seattle, WA | Aug 2016 - Nov 2016 | < 1 |
| Unemployed | Seattle, WA | Mar 2016 - Aug 2016 | < 1 |
| Amazon.com, Inc. | Seattle, WA | Jul 2015 - Mar 2016 | < 1 |
| American Apparel | Seattle, WA | Jan 2015 - Jun 2015 | < 1 |
| University Of Washington | Seattle, WA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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