Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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