Rachael A. Savinon Mota
Professional summary
Rachael Allison Savinon Mota, who also goes by Rachael Allison Gelin, Rachael Savinon, is a registered financial advisor currently at CPS INVESTMENT ADVISORS located in Lakeland, Florida.
Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Rachael has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachael Allison Savinon Mota's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2023 - Present
CPS INVESTMENT ADVISORS
Office #1: 205 East Orange Street #310, Lakeland, FL 33801-4611October 31, 2017 - March 24, 2022
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
CPS INVESTMENT ADVISORS
CRD#: 104914 / SEC#: 801-35294
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/13/2023)
Exams
Series 7TO
Date: 1/28/2019
General Securities Representative ExaminationCurrent Firm
CPS INVESTMENT ADVISORS
CRD#: 104914 / SEC#: 801-35294
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,030 |
| AUM (Assets Under Management) | $ 2,656,293,459 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/08/2025 | ||
| 11/01/2023 | ||
| 01/19/2023 |
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.
