Rachel Shayna Gurinsky
Investment adviser representative at Wela Financial Advisory
12 yearsExperience
1 stateRegistered in
$657.1MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Wela Financial AdvisorySep 2025 to now
- Texas Security GeneralMay 2024 to Sep 2025
- JPMorgan Chase Bank NAApr 2023 to Apr 2025
- JPMorgan Securities LLCApr 2023 to May 2024
- Purshe Kaplan Sterling Investments, Inc.Nov 2019 to Mar 2023
- 49 FinancialMar 2019 to Mar 2023
- AXA Advisors, LLCMar 2019 to Nov 2019
- UnemployedJun 2018 to Feb 2019
- San Antonio SportsMay 2017 to Aug 2017
- Spurs Ports & EntertainmentAug 2016 to May 2018
- St Mary's UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wela Financial Advisory
Legal name: Brent Forrest & Associates, L.L.C.
$657.1MAssets managed
446Clients
6Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7015092
- Firm CRD
- 126266