Rachel Weiss
Professional Summary
Rachel Weiss, who also goes by Rachel Jacobs, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rachel Jacobs
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FALCON WEALTH PLANNING, LLC
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RAYMOND JAMES & ASSOCIATES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
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FALCON WEALTH PLANNING, LLC
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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FALCON WEALTH PLANNING, LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
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Disclosures on record.
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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FALCON WEALTH PLANNING, LLC
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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FALCON WEALTH PLANNING, LLC
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Current Firm
PORTFOLIO RESOURCES GROUP, INC.
Contact Information
Main Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146Mailing Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146Phone Number
(305) 372-0299Established
Florida since 11/18/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (26 States and Territories)
Registered to provide investment advisory services in 0 US 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
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FALCON WEALTH PLANNING, LLC
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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FALCON WEALTH PLANNING, LLC
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CRS (Client Relationship Summary) - BD
Click below to view Rachel Weiss's CRS (Customer Relationship Summary).
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FALCON WEALTH PLANNING, LLC
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