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Rachel Yvette Slovinsky

Wells Fargo Advisors Financial Network, LLC

Melville, NY

CRD 7532304

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Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-05
NJ RA APPROVED 2022-07-18
NY RA APPROVED 2022-07-15
  • TX RA
    APPROVED
    Since 2023-01-05
  • NJ RA
    APPROVED
    Since 2022-07-18
  • NY RA
    APPROVED
    Since 2022-07-15

Branch Locations

401 Broadhollow Rd, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Melville NY 04/2022 Present
Rawle & Henderson Llp Mineola NY 03/2015 05/2022
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-15
  • S66 Uniform Combined State Law Examination
    2022-07-15
Other Names
  • Rachel Yvette Greenberg
  • Rachel Slovinsky

View on SEC IAPD

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