Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel McCracken is an investment advisor representative at Coldstream Wealth Management, a registered investment advisor firm with offices in Bellevue, WA. Rachel has been working in the financial services industry since 2009. She holds the Series 65, Series 66, Series 3, and Series 7 licenses. She also holds the Chartered Financial Analyst designation. Rachel has experience working with a wide range of clients, including individuals, families, businesses, and institutions. She has a passion for helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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2
WA
07/05/2017 - Present
Coldstream Wealth Management (BELLEVUE WA)
NY
08/19/2009 - 06/14/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 04/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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