RS
Rachel Sloan
from Sloan Advisory Group, Inc.
Rachel Sloan is a financial advisor based in New York, Glens Falls,
with 31 years of experience. Rachel currently works for
Sloan Advisory Group, Inc..
Rachel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Rachel Sloan works at Sloan Advisory Group, Inc.
Sloan Advisory Group, Inc. is a financial advisory firm based in Glens Falls, New York. It currently has approximately $49,025,236 of assets under management and employs about 1 people. Sloan Advisory Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
237 Glen Street, Suite 109, Glens Falls, New York, 12801
Advisor can help with
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