Rachel Meisenzahl is a registered investment advisor, based in Fort Myers, FL, with 16 years of industry experience.
Location
5294 Summerlin Commons Way, Suite 1203, Fort Myers, FL, 33907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Rachel is a non-family beneficiary, dedicating minimal time to this investment-related activity. As a financial advisor, she spends one hour per month on this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations23 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.