Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Feldmann is a financial advisor with Fidelity Brokerage Services LLC. Rachel has over 9 years of experience in the financial services industry. Rachel is registered with the following states: Colorado, Massachusetts, Texas, and Utah. Rachel's previous employment includes roles at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and THRIVENT INVESTMENT MANAGEMENT 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
CO
09/23/2020 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
04/05/2013 - 01/28/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
09/01/2011 - 03/14/2013
THRIVENT INVESTMENT MANAGEMENT INC. (LOVELAND CO)
BOTH
Issued 11/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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