Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Molina Moore is an Investment Advisor Representative at Buckhead Capital Management, LLC in Atlanta, Georgia. Rachel has been in the financial services industry since 2011 and has held a variety of roles including Advisor at Capital Investment Advisory Services, LLC, and Advisor at Capital Investment Group, Inc. Rachel is a licensed insurance professional, a co-owner of Molina Property Group, LLC, and holds the Series 65, SIE, and Series 7TO licenses. Rachel has experience working with a variety of client types including high-net-worth individuals, charitable organizations, insurance companies, state or municipal government entities, and corporations or other businesses. Rachel specializes in portfolio management for individuals, portfolio management for businesses, and financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
08/28/2023 - Present
Buckhead Capital Management, LLC (ATLANTA GA)
GA
10/10/2022 - 01/31/2023
CAPITAL INVESTMENT GROUP, INC. (KENNESAW GA)
IA
Issued 09/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
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