Rachel Weiss (CRD# 6119884) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coral Gables, FL and has over 9 years of experience in the finance industry. Rachel Weiss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Miami, FL | Jun 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Sep 2020 - Jun 2021 | < 1 |
| Fair Street Advisors | Miami, FL | Aug 2019 - Aug 2020 | 1 |
| Unemployed | Miami, FL | Jul 2019 - Aug 2019 | < 1 |
| Dynamic Wealth Advisors | Scottsdale, AZ | Sep 2015 - Jun 2019 | 3 |
| Dynamic Wealth Advisors | Scottsdale, AZ | Mar 2015 - Sep 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura, FL | Jun 2014 - Mar 2015 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- FL
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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