Rachel WalczakCRD Number: 5396093
Current Firm: Benjamin F. Edwards & Company, Incorporated
Rachel Walczak (CRD# 5396093) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Benjamin F Edwards & Co||Boynton Beach, FL||Feb 2015 - Current||3|
|Wells Fargo Advisors LLC||West Palm Beach, FL||May 2009 - Feb 2015||5|
|Wachovia Securities, LLC||Jackson, MI||Jan 2008 - May 2009||1|
|A.g. Edwards||Jackson, MI||Jul 2007 - Jan 2008||< 1|
|Radisson Plaza Hotel & Suites||Kalamazoo, MI||Aug 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management4,221MILLIONS
Total Number of Accounts17,796ACCOUNTS
Average Account Value$237,214
- 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