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Rachel Howard

Securities Operations Specialist at Lincoln Investment Planning

Rachel Howard has diverse work experience in the financial industry. Rachel currently works as a Securities Operations Specialist at Lincoln Investment, where they are an associate of the Broker/Dealer and a member of FINRA/SIPC. Prior to this role, Rachel served as an Office Manager at Mathematics Wealth Management from October 2015 to May 2022. Rachel also worked as an Executive Assistant at Manhattan Wealth Advisors, Inc. from February 2008 to October 2015.

Rachel Howard attended South Torrance High School from 1999 to 2003. Rachel did not obtain a degree or specialize in any field during this time. Following their high school education, they enrolled at California State Polytechnic University-Pomona, where they pursued a degree in Business with a focus on Marketing. Rachel attended the university from 2003 to 2007 and successfully completed their studies. In addition to their formal education, Rachel Howard obtained several certifications. In 2012, they received the Series 6 certification from FINRA (Financial Industry Regulatory Authority). In 2014, they obtained the Series 7 certification from the same institution. Most recently, in February 2022, Rachel obtained the Insurance Agent certification in the areas of Accident, Health, Life, Variable Life & Variable Annuities from the California Department of Insurance.

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