Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Golodetz is a financial advisor with Tag Capital Partners. Rachel has been in the industry since 2011. Rachel is registered with FINRA and holds Series 7, 63, 66, 79, and SIE licenses. She has previously worked at Ashland Securities, LLC, Axiom Capital Management, Inc., Cuttone & Co., LLC, Burnham Securities Inc., and UBS Financial Services Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NY
02/13/2023 - Present
TAG Capital Partners (NEW YORK NY)
NY
02/16/2021 - 12/09/2022
ASHLAND SECURITIES, LLC (NEW YORK NY)
NY
07/20/2018 - 11/02/2018
AXIOM CAPITAL MANAGEMENT, INC. (New York NY)
NY
04/08/2016 - 07/24/2018
CUTTONE & CO., LLC (NEW YORK NY)
NY
05/30/2012 - 01/15/2016
BURNHAM SECURITIES INC. (NEW YORK NY)
NY
02/12/2008 - 08/09/2011
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BC
Issued 09/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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