About
I am a professional stock trader,Investment Adviser, Real Estate Investor and broker with 20 years of experience in 5 different firms across the US and UK with 29 state licenses.I am a Registered Investment (CRD 3158977)Adviser and broker with FINRA and other Self-regulatory Organisations (SRO) local and International Over 20 years of Experience Financial Trade (binary stock and forex) with a demonstrated history of working in the financial services industry Skilled in Cryptocurrency trading, Asset management financial Services, real estate management and consulting. I provide advice about securities to clients: In addition, managing investment portfolios and offer financial planning services, I am a seasoned stock broker with a lot of experience in crafting and implementing trading strategies, generating extensive profit for my clients. Entrepreneur. Financial Trader And Analyst Investment manager. Fiduciary and Private Broker with affiliate trade partners employees in the US, UK and globally
Brief Introduction
A native of Massachusetts, married and blessed with two beautiful children. In my spare time, I’ve continued to stay fit playing tennis and enjoy playing golf. During my career of 20+ years in the financial services industry, I have held senior management positions with multiple institutional asset managers. He attended the University of Nevada, where she earned a Bachelor of Science degree in business administration from the Questrom Business School. I’m a registered Broker ( Regulated by FINRA) and certified Investment Adviser. (IA)
Also a regularly sought-after commentator on issues impacting investors. My media resume includes appearances on CNBC, Fox Business, and ABC. I have been quoted in The Street.com, SmartMoney, Yahoo! Finance & various other media outlets. During my two-decade career in the financial services business, I have held senior management positions with multiple institutional asset managers. Honesty, Experience, Work Ethic, Caring. Strategies that seek to build, retain and manage wealth are the cornerstone of my work. I provide clients with a roadmap that strives to be realistic, attainable & sustainable using sound investment strategies.
Investment Advisor & Financial Manager.
- Website: growwealthywithrachel.com
- Phone: +1 (914) 427-8898
- City: New York, USA
- Email: contact@growwealthywithrachel.com
investwithrachel7@gmail.com - Freelance: Available
I'm available for Financial and Investment Consultancy.
I can help you with pointers to increase your return on investments. I'm experienced with ETFs, Stocks, Cryptocurrency, Futures and other sectors of the financial markets.
Achievements & statistics
Over 20 years of operation
clients worldwide
portfolio managed
experts partnerships
Facts
My mission as an Investment Advisor is to help investors eliminate the gap between where they are now financially, and where they want to be.
Furthermore, i strive to produce perfect long-term performance for my clients, despite the public securities market behavior.
million generated ROI
Years of Experience
Hours Of Support
State Licenses
Skills
Below are various Investment commodities and my average success rate accoring to my clients' ratings.
Resume
Nil satis nisi optimum.
Professional Experience
J.P. MO R G AN SECURITIES INC. ( CRD#79)
2011-2019
J.P. MO R G AN SECURITIES INC. ( CRD#79)
- BROKER
TRADWEB LLC (CRD #42759)
2019 - Presently
TRADWEB LLC (CRD #42759)
- BROKER
U B S FINANCIAL SERVICES INC. (CRD #8174)
2004-2011
U B S FINANCIAL SERVICES INC. (CRD #8174)
- I A
CITI GROUP GLOBAL MARKETS INC. (CRD #7059)
2000-2004
CITI GROUP GLOBAL MARKETS INC. (CRD #7059)
- BROKER
TD Water house Investor Services INC. (CRD #7870)
1999-2000
TD Water house Investor Services INC. (CRD #7870)
- I A
Education
Below are some newsletters and relevant articles.
Retirement Savings
Retirement planning involves determining retirement income goals and what's needed to achieve those goals..
Read MoreDiversififcation of Portfolio
Diversification is a technique that reduces risk by allocating investments across various financial instruments, industries, and other categories.
Read MoreRolex vs Gold/Stocks
Rolex watches have outperformed gold, real estate, and stocks over the past 10 years, and sellers believe their values will continue to deliver.
Read MoreServices
I continually investigate new and better financial strategies and investment products that will more beneficially serve our investors’ financial purposes.
Analysis and Strategy
I help analyse your market based on the high/low index. An advice I give my clients to follow through before going on any trade is to always develop the right strategy to trade with before investing in a market.
Portfolio and Asset Management
Professional portfolio management on investments and forex account management for maximized profits rate and reduced risk
Top notch Trading and strategy
Once I've gone through the analysis processes and dev your unique trading strategy, you're good to go. Remember, There's always need to review incase your strategy falls through. Over the Years, I've developed lots of top-notch trading strategies for use both in the Digital Assets, Forex and stock trading markets. Professional personal trading services and insured trades.
Continuous Returns
With my strategies my clients are guaranteed to get returns on their investments continuity for the duration of their investment contract.
Secured Investment.
I give a certain degree of security on my clients investments making sure that they never lose out completely on a trading or investment deal and capitals invested are 100% insured
Investment Planning
Starting an investment involves more than choosing assets to put in your money. You need to consider current financial status and feasible goals to achieve! We will help you do that.
House Flipping & REITs Manager
Navigate the Real Estate with a professional. Own real assets and properties under brokerage management. Make fast gains from house flips, Earn high dividend returns through rental income.
Mutual funds
Pool of investment Equity. Traded on the financial markets on consistent returns under expert broker management and make good returns.
Stock & Crypto
Acquiring stocks isn't hard at all. What's hard is choosing companies that consistently beat the stock market and that’s what most people find difficult which is why they keep hunting for stock tips. Let’s help you take a new step in understanding the financial market.Cryptocurrency has made many millionaires than you can ever Imagine! Let me help you navigate through the billion dollar Market and hit the Jackpots.
Testimonials
Sara Wilsson
Designer
She has that unique ability to see straight to the heart of any matter. She is smart, savvy & deeply spiritual career advisor your school never had. The world would be a very different place if it had. Her advice saved me from exhausting detour down the wrong path. I cot recommend her services enough.
Jena Karlis
Store Owner
I am an incredibly busy person & was feeling stressed about how or where to invest my money during the pandemic last year, I looked into the advert set up by this platform, reached out, today i am very happy i did. The returns are more than i expected from the platform. Its been 8 months & my fortunes have turned around massively.
Matt Brandon
Freelancer
As retirees we are looking to avoid capital risk. Seeking Alpha Premium helps us choose healthy stocks consistently paying safe and growing dividends.
John Larson
Entrepreneur
Rachelle is invaluable to me, especially when I need to do research on any commodity. Her advise is of extremely high quality.
Contact
Location:
894 6th Ave, New York, NY 10001, United States
Email:
contact@growwealthywithrachel.com
investwithrachel7@gmail.com
Call:
+1 (914) 427-8898