Rachael Maschari
Rachael Maschari is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandusky, OH, with 4 years of industry experience. Rachael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
422 W Market St, Sandusky, OH, 44870
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rachael works full-time at PN Financial, providing accounting and wealth management services, with financial planning conducted through Avantax. She also works with fixed indexed annuities and sells Avantax-approved insurance products through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations10 states
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