National Securities Corp.
Gilman Ciocia

CONNECT

Address:

500 Portion Road, Suite 4
Lake Ronkonkoma, NY 11779

Phone:

(631) 981-6296

Fax/Other:

(631) 981-6299

Rachel A. Heege

Rachel A. Heege

Financial Consultant

Rachel has worked in the financial services industry for over 14 years.  After graduating from college, she joined Gilman Ciocia as an assistant learning the daily operations in both tax and financial planning.  Using that experience, Rachel became a Financial Consultant and now specializes in identifying financial solutions for working families.  Keeping in line with the company's founding strategy she can advise clients on tax tactics correlated with their investment selection.  She seeks to grow and preserve her clients' net worth in conjunction with their specific goals, risk tolerance, and time horizon.  Rachel develops in-depth and personalized financial plans inclusive of insurance analysis and estate planning. 

Rachel has a Bachelor's degree in Business Management from Johnson & Wales University.  Rachel has received her FINRA Series 7 and 66 licenses, and is also licensed to sell Life, Accidental & Health Insurance as well as Variable Life/Variable Annuities in selected states. 

Giving back to the community is one of Rachel's strongest beliefs.  She volunteers and fundraises for Autism as well as serves as a Parent Member at local schools.  Rachel resides on Long Island with her two children; Jerry and Lilly. 


Phone (631) 981-6296
Fax 631-981-6299
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck