Rachel Pierini has been an investment adviser representative at Provident Living Financial Services since February 2017, and is not listed among the firm’s executive officers or direct owners.
Provident Living Financial Services, Inc. is a Lehi, UT firm with $158M under management, 254 clients and 3 advisers across 2 offices, as of its March 2026 filing.
- – present · 9 yearsAtwater, CA · Adviser representative · Firm CRD 282665
Investment adviser representative registrations
Rachel Pierini is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2017; the most recent is Texas, in March 2021.
- CaliforniaSince 21 February 2017
- TexasResidentSince 22 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rachel Anne Pierini
- CRD
- 6555997
- Firm
- Provident Living Financial Services · CRD 282665
- Office
- 1691 Third Street, Atwater, CA 95301
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Rachel Pierini work?
Rachel Pierini is an investment adviser representative registered through Provident Living Financial Services, Inc. since February 2017, and is not listed among the firm’s executive officers or direct owners.
Is Rachel Pierini a financial advisor?
Yes. Rachel Pierini has a current investment-adviser registration in California and Texas, through Provident Living Financial Services since February 2017.
How many years of experience does Rachel Pierini have?
Rachel Pierini has 9 years in the financial industry, since February 2017, across 1 adviser firm.
What exams has Rachel Pierini passed?
Rachel Pierini passed the Series 65 in April 2016.
Where is Rachel Pierini based?
Rachel Pierini’s registered office is in Atwater, CA.
Is Rachel Pierini registered with FINRA?
No. Rachel Pierini has no current broker registration.
How can I verify Rachel Pierini’s record?
Search CRD 6555997 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachel Pierini’s full registration record.