Rachel Weiss
Professional summary
Rachel Weiss, who also goes by Rachel Jacobs, is a registered financial professional currently at PORTFOLIO RESOURCES GROUP, INC. .
Rachel is registered as a RR (Registered Representative) and started their career in finance in 2016. Rachel has worked at 1 firm and has passed the SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Rachel Weiss's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2016 - Present
PORTFOLIO RESOURCES GROUP, INC.
Office #1: 8 Harav Kook Street, Jerusalem 94226State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
PORTFOLIO RESOURCES GROUP, INC.
CRD#: 31155 / SEC#: , 8-45380
Contact information
FINRA licenses (27 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMEJO, ANTONIO NMN | SHAREHOLDER/DIRECTOR, PRESIDENT & CEO, CCO, GENERAL PRINCIPAL, MUNICIPAL PRINCIPAL | 1654246 |
| INVERSIONES SOSABAS | SHAREHOLDER | |
| MARAVER, JOSE MANUEL | SHAREHOLDER/DIRECTOR | 2307685 |
| BAQUERO DE JIMENEZ, NANCY JOSEFINA | FINOP, PFO, POO | 5583492 |
| SOSA, JUAN IGNACIO | DIRECTOR, COO, GENERAL PRINCIPAL, AML OFFICER, VA PRINCIPAL | 2599288 |
| VACA, MONICA TERESA | OPTIONS PRINCIPAL | 2135645 |
Disclosures
| Regulatory Event | 4 |
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.
