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Rachel Kathryn Coia is a financial_advisor professional located in Rochester, NY. They specialize in financial advisory. With over 3 years of experience, they bring deep expertise to every client.
Rachel Kathryn Coia - Captrust holds an active professional license (FINRA CRD) for your protection.
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Rachel Kathryn Coia is a financial advisor based in Rochester, NY, operating through Captrust with three years of experience in the financial services industry. She holds a FINRA CRD registration, which governs her work in securities and investment advisory services. Her registration number is 7329813. As a financial advisor, she works with clients on investment strategies and financial planning matters within the regulatory framework established by FINRA oversight.
Rachel Kathryn Coia's FINRA CRD registration indicates she is registered with the Financial Industry Regulatory Authority and authorized to provide investment advisory and securities services. This registration means she operates under FINRA's regulatory oversight and compliance requirements, which establish standards for conduct, disclosure, and client protection. Her registration number (7329813) can be verified through FINRA's public database. This designation signals she has met specific qualification requirements and is subject to ongoing regulatory scrutiny and continuing education obligations in the financial services industry.