Financial Services Center, Inc. |
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Rachel KlevenOffice Manager, Licensed Insurance Agent
Phone: 608-882-5200 x1110
Rachel Kleven Corporate Business Development Manager Located at The Union Bank & Trust Company 2 E. Main Street Evansville, WI 53536 608-882-5200 x1110 Rachel has been with the Financial Services Center for four years. She started as a part-time Para-Planner and since has been promoted to Office Manager and is now a licensed insurance agent. She is planning to obtain her Series 7 registration in the near future. Rachel lives in Evansville with her husband Jason and two children, Anna (age 9) and Thomas (age 6). Rachel previously worked for a logistics company in Madison for 9 years. She has a degree in photography. When she isn't working, she enjoys spending time with friends and family, reading, and taking photos. She gets the most joy when she is interacting with people. For years Rachel has been an advocate and supporter for St. Jude's Children's Hospital.  About Us
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SII Investments, Inc. (SII), member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with Union Bank & Trust Company, The Bank of Oregon or Financial Services Center. Securities and advisory services offered through SII are *not insured by the FDIC or any other Federal Government agency, *not a deposit or other obligation of, or guaranteed by any bank or its affiliates, and *subject to risks including the possible loss of principal amount invested. SII does not provide tax or legal advice. IMPORTANT CONSUMER INFORMATION This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: * Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements. * Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advise for compensation. * We are registered to offer securities in the following states: WI, WA, NC, FL,CO |
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