More About Rachel My formula is simple, put the client first.
Education:
Bachelor’s Degree, Communications, Business, DePaul University, 2003
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Licenses and Certifications:
Securities Licenses:
Mutual funds
Insurance Licenses:
Life insurance: IL
Health/disability insurance: IL
Fixed annuities: IL
Variable annuities: IL
Other Licenses, Certifications, and Designations:
Licensed mortgage loan officer: IL
Broker-Dealer Affiliation:
The Acorn Group
Investment Adviser Registration:
Registered with the SEC as an investment adviser |
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Affiliations:
Professional Sponsor - Community Association for Financial Education (CAFE) is a 501(c) 3, not-for-profit association committed to helping its members become debt free and financially secure.
Associate - ACORN GROUP A leading provider of financial services to middle income families.
Miscellaneous:
* I take 30 continuing education credits every 2 years to maintain my licenses.
* I will provide references upon request.
* A free initial consultation will determine if my services match a prospective client's needs.
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Rachel Baghelai
PO Box 7412
Villa Park, IL 60181
Phone: 630-563-5396
Fax: 630-626-3712
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