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Rachel K
Series 66, Series 63
Dana Point, CA
Fidelity
Rachel Keable is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she held positions at Northwest ISD Education Foundation and O'Reilly Hospitality Management. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and fund-of-funds.
Erica S
Series 66
Dana Point, CA
Fidelity
Erica Schickerling is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has held roles at several firms, including Raymond James Financial Services and Citrus Wealth Management. Outside of her advisory work, she is the founder and writer of a travel blog. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.
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