Rachel M. Fequiere

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CRD#: 2219182

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.

Rachel Marie Fequiere, who also goes by Rachel M Fequiere, Rachel Marie Genske, was a registered financial professional .

Rachel is a previously registered financial professional and started their career in finance in 1992. Rachel had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Rachel M Fequiere | Rachel Marie Genske

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)

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

April 13, 1992 - January 20, 1997

BNY MELLON SECURITIES CORPORATION

CRD#: 231

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA

Registered Investment Advisory firm - (4/17/2007 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/9/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/15/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/10/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/10/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/29/2004

General Securities Principal Examination

Current Firm

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA

Registered Investment Advisory firm - (4/17/2007 Approved)

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Contact information

Main Address

2040 Main Street Suite 720, Irvine, CA 92614

Mailing Address

Phone number

(949) 955-2552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

Regulatory assets under management

Total Number of Accounts	855
AUM (Assets Under Management)	$ 1,290,227,768

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.

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Rachel M. Fequiere

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

BENEFIT FUNDING SERVICES GROUP

CETERA WEALTH SERVICES, LLC

PACIFIC SELECT DISTRIBUTORS, LLC

BNY MELLON SECURITIES CORPORATION

Primary Firm SEC Registration

BENEFIT FINANCIAL SERVICES GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 12/9/2004

Series 63

Date: 4/15/1992

Series 7

Date: 11/10/1995

Series 6

Date: 4/10/1992

Series 24

Date: 3/29/2004

Current Firm

BENEFIT FINANCIAL SERVICES GROUP

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENEFIT FINANCIAL SERVICES GROUP

TRUST BUT VERIFY

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