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Francie B. Rachal

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CRD#: 2039587
FR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Francie Bea Rachal, who also goes by Francie B Rachal, was a registered financial professional .

Francie is a previously registered financial professional and started their career in finance in 1993. Francie had worked at 14 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Francie B Rachal

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 24, 2005 - January 20, 2006

GLB TRADING, INC

BD
CRD#: 125363
MURPHY, TX
Past

October 9, 2004 - February 1, 2005

THE STREET, INC.

BD
CRD#: 120682
ARLINGTON, TX
Past

October 5, 2004 - October 10, 2013

PH PARTNERS, LLC

BD
CRD#: 130790
AUSTIN, TX
Past

March 12, 2002 - December 31, 2002

ECKARD INVESTMENT SERVICES, INC.

BD
CRD#: 2711
BOERNE, TX
Past

February 8, 1999 - April 12, 2000

TRADECAST SECURITIES, LTD.

BD
CRD#: 45501
HOUSTON, TX
Past

August 6, 1998 - January 28, 1999

TRADESTAR INVESTMENTS,INC.

BD
CRD#: 14565
HOUSTON, TX
Past

June 1, 1998 - August 19, 1998

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 1, 1998 - August 19, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 31, 1997 - April 1, 1998

PORTFOLIO MANAGEMENT, INC.

BD
CRD#: 19691
Past

January 30, 1997 - August 14, 1997

RIVER OAKS TRADING, L.P.

BD
CRD#: 42070
HOUSTON, TX
Past

January 17, 1996 - January 10, 1997

LIGHTSPEED PROFESSIONAL TRADING LLC

BD
CRD#: 39293
NEW YORK, NY
Past

March 9, 1995 - November 29, 1995

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

February 9, 1994 - June 21, 1994

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

October 5, 1993 - February 24, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/25/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GT
GLB TRADING, INC
GLB TRADING, INC | GLOBALVEST GROUP, INC. | GLB TRADING, INC.

CRD#: 125363 / SEC#: , 8-65790

BD
Revoked by SEC on 10/01/2009
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 06/17/2002
Firm type
Corporation
Fiscal year end
November
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
LECHMAN, ROBERT TRUST 08/14/06OWNER
LECHMAN, ROBERT ALLENPRESIDENT, CEO, FINOP, CFO & CCO1045237

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GLB TRADING, INC

CRD#: 125363

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