Rachel Israel (CRD# 7260710) is an Investment Advisor Representative working at Equitable Advisors, LLC in Canton, OH and has 1 year of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Jul 2022 - Current | 2 |
| Unemployed | Louisville, OH | Jun 2022 - Jul 2022 | < 1 |
| Robert D. Walter Center At Ohio University | Athens, OH | Mar 2019 - May 2022 | 3 |
| Robert D. Walter Center At Ohio University | Athens, OH | Aug 2018 - May 2022 | 3 |
| Ohio University | Athens, OH | Aug 2018 - May 2022 | 3 |
| Masonite International | Tampa, FL | May 2021 - Aug 2021 | < 1 |
| Bank Of America- Merrill Lynch | Canton, OH | Jun 2020 - Aug 2020 | < 1 |
| Louisville High School | Cleveland, OH | Aug 2014 - May 2018 | 3 |
| Louisville Middle School | Louisville, OH | Jun 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2022 |
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- OH
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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, 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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