Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Catherine Dickinson is a financial advisor with Purshe Kaplan Sterling Investments located in Albany, NY. Rachel holds Series 7, 99, 24, 52TO, 63 and SIE licenses. Rachel has been in the financial industry since 2014. Rachel is registered to provide securities-related services in Massachusetts, Nevada and New York.
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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NY
06/23/2014 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
BC
Issued 04/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 12/09/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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