Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Kay Golden is a financial advisor at Edward Jones, a firm with a focus on providing financial advice and investment management services to individuals and families. With over 4 years of experience in the financial services industry, Rachel brings a strong understanding of the investment landscape and a dedication to helping clients achieve their financial goals. Rachel's expertise spans various financial areas, including retirement planning, wealth management, and investment strategies. Prior to joining Edward Jones, Rachel worked with NBC Securities, Inc. and First State Financial Management, Inc. Her commitment to client success is evident in her thoughtful approach and personalized solutions designed to address each client's unique needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
06/13/2023 - Present
Edward Jones (FARMINGTON MO)
MO
06/07/2019 - 05/11/2023
NBC SECURITIES, INC. (Farmington MO)
MO
02/13/2019 - 06/07/2019
FIRST STATE FINANCIAL MANAGEMENT, INC. (FARMINGTON MO)
BC
Issued 02/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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