Rachel Heege-Abode
Rachel Heege-Abode is a registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 21 years of industry experience. Rachel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1895 Walt Whitman Rd Ste 6, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
March 2023Other Business ActivitiesSells Insurance
Rachel is an insurance agent selling life, disability, annuities, and long-term care insurance since 2013, dedicating a few hours per week. She also works full-time as a financial advisor under the DBA North Ridge Wealth Planning, providing financial services to clients since 2024.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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