Rachel Elizabeth Kalivas

Current Employers

Employment History

• 06/2015 → 12/2016
  Morgan Stanley
  West Conshohocken, PA
• 01/2017 → Present
  Valley Forge Financial Group
  Audubon, PA
• 01/2017 → Present
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2015-09-17 → 2017-01-03
  Morgan Stanley
  West Conshohocken, PA

Other Businesses

(1) Investment Advisor Representative, Valley Forge Investment Consultants, Inc. 2500 Monroe Blvd., Suite 100, Audubon, PA 19403, Start: 01/2017; 30 hours week. (2) Registered Representative, M Holdings Securities, Inc. Main Office Address: 1125 N.W. Couch Street, Suite 900, Portland, OR 97209; Branch Office Address: 2500 Monroe Blvd., Suite 100, Audubon, PA 19403, Start: 01/2017; 10 hours week (3) Collier Family Advisory Board; 17 West Burd Street, Shippensburg, PA 17257; 03/11/2021; Advisory Board Member; Non-fiduciary position on an advisory board to oversee the family affairs; Not Investment Related; 2 hours/month; 2 hours/month during business hours; Commissions. (4) VALLEY FORGE FINANCIAL GROUP; 2500 MONROE BLVD., SUITE 100, AUDUBON, PA 19403; 08/13/2021; ESTATE PLANNING, LIFE INSURANCE, EXECUTIVE COMPENSATION; INVESTMENT RELATED; 2 HOURS/MONTH; 2 HOURS/MONTH DURING BUSINESS HOURS; NO COMPENSATION. (5) VALLEY FORGE INVESTMENT CONSULTANTS, INC.; 2500 MONROE BLVD SUITE 100 AUDUBON, PA 19403; REGISTERED INVESTMENT ADVISOR; INVESTMENT RELATED; INVESTMENT ADVISOR; WORK WITH CLIENTS TO PROVIDE FINANCIAL ADVICE; 01/03/2017; 160 HOURS PER MONTH; 160 HOURS PER MONTH DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-17

Designations

Other Names

• Rachel Elizabeth Rieder