Gregory W. Rachele
Professional summary
Gregory Wallace Rachele was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Gregory Wallace Rachele, who also goes by Greg Rachele, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1998. Gregory had worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 16, 2014 - December 31, 2025
FIRST FINANCIAL SERVICES
February 18, 2003 - June 5, 2014
AVANTAX ADVISORY SERVICES
July 24, 1998 - June 5, 2014
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
FIRST FINANCIAL SERVICES
CRD#: 170253 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 2,350,000 |
Red Flags
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