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Rachel Jessi Underhill

Blackrock Investments, LLC

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About Rachel Jessi Underhill

Rachel Underhill is a financial advisor with Blackrock Investments, LLC. Rachel has been in the financial industry since 2018 and holds Series 7, 52, 57TO, and 63 licenses. Rachel's previous work experience was at Citigroup Global Markets Inc., where she worked for a few years before joining Blackrock Investments, LLC. She is registered in California and New York.

Firm Information

Rachel Underhill is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Rachel Underhill’s Registration & Firm History

CA

10/05/2021 - Present

Blackrock Investments, LLC (SAN FRANCISCO CA)

NY

08/06/2018 - 08/03/2021

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/07/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2021

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 08/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Jessi Underhill.
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