Rachel M. Myers
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 Michelle Myers, who also goes by Rachel Michelle Witt, Rachel Witt, was a registered financial professional .
Rachel is a previously registered financial professional and started their career in finance in 2005. Rachel had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 13, 2014 - July 15, 2016
STRATEGIQ FINANCIAL GROUP, LLC
June 16, 2014 - July 14, 2016
SII INVESTMENTS, INC.
October 11, 2007 - June 25, 2009
SII INVESTMENTS, INC.
September 28, 2007 - July 13, 2009
STRATEGIQ FINANCIAL GROUP, LLC
October 19, 2005 - October 12, 2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
September 28, 2005 - October 12, 2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIQ FINANCIAL GROUP, LLC
CRD#: 144287 / SEC#: 801-68171
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 3,230 |
| AUM (Assets Under Management) | $ 1,550,418,447 |
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.
