Financial Services Consultant@ B. Riley Wealth Management
Ronkonkoma, New York, United States
Rachel Heege
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Johnson & Wales University
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FlashIntel GPTRachel Heege is a highly experienced financial planner with 24.2 years of work experience. She specializes in financial planning, analysis, and financial services. Rachel is currently working at B. Riley Wealth Management in Tennessee as a Financial Services Consultant. Prior to this, she worked at National Securities Corporation and Gilman Ciocia Inc. Rachel is known for her expertise in income tax and financial planning, and she is dedicated to providing comprehensive wealth management strategies to clients.
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About
B Riley Wealth combines the skills of both an income tax and financial planner; we are uniquely qualified to advise clients of tax strategies correlated with their investment selection. In addition, we have established relationships with estate planning attorneys to help clients secure their families’ financial future. By combining income tax, financial, and estate tax planning into one comprehensive wealth management strategy, client’s current and future financial needs are addressed at every juncture in their lives. Securities offered through B Riley Wealth Management. Advisory services offered through National Asset Management, a SEC registered investment advisor. Fixed Insurance Products offered through National Insurance Corporation. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B.Riley Wealth’s overall opinions. For important disclosure information, please visithttps://brileyfin.com/disclosures#wealth-management-disclosures.
...See MoreWork Experience
Financial Services Consultant
Financial Services
Rachel Heege's Professional Milestones
- Financial Consultant (1999-07-01~2018-11-01): Delivered strategic financial solutions to clients, optimizing their financial security and driving cost savings.
- Financial Consultant (2013-11-01~2022-01-01): Providing expert financial advice to clients, optimizing their financial strategies and maximizing their investment portfolio.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
General
1994-1998Skill
Financial Planning
Finance
Financial Analysis
Financial Services
Series 7
Customer Service
Wealth Management
Investments
Series 63
Portfolio Management
Mutual Funds
Retirement Planning
Equities
Securities
Microsoft Office
Insurance
Financial Modeling
Risk Management
Financial Advisory
Management
Fixed Annuities
Trading
Retirement
Alternative Investments
Certification
Colleagues
Marcus Arneaud
chief compliance officer - b riley wealth management
Tom Holly
senior managing director investments branch owner
Michael Mullen
chief executive officer b riley wealth
Stephen Bonnema
Chief Administrative Officer | Chief Administrative Officer
Michael Markunas
General Counsel | Chief Compliance Officer
Other Named Rachel Heege
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Rachel Heege works for B. Riley Wealth Management
Rachel Heege's role in B. Riley Wealth Management is Financial Services Consultant
Rachel Heege works in the industry of Financial Services
Rachel Heege's colleagues are Marcus Arneaud,Tom Holly,Michael Mullen
Rachel Heege's latest job experience is Financial Services Consultant at B. Riley Wealth Management
Rachel Heege's latest education in Johnson & Wales University
