Unclaimed
Rachel Sabrina Rabin is an investment advisor representative with Columbia Management Investment Advisers, LLC. Rachel has been in the industry since July 19, 2024, and has a Series 7TO, Series 66 and SIE. Rachel has been registered in 53 states plus Puerto Rico and the Virgin Islands. Prior to joining Columbia Management Investment Advisers, LLC, Rachel worked for Ameriprise Financial Services, LLC in Las Vegas, Nevada. Rachel's specializations include asset allocation, investment management, financial planning and investment banking.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
1
2
MA
08/27/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NV
08/14/2023 - 09/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)
BOTH
Issued 03/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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