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RT

Rachel D. Telvi

ZEUS FINANCIAL
BOCA RATON, FL 33431
Some features on this profile are disabled
CRD#: 4515088
RT

Professional summary

Rachel Dara Telvi, who also goes by Rachel Dara Goldstein, is a registered financial professional currently at ZEUS FINANCIAL, LLC located in Boca Raton, Florida.

Rachel is registered as a RR (Registered Representative) and started their career in finance in 2002. Rachel has worked at 9 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 24 and Series 30 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rachel Dara Goldstein

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Rachel Dara Telvi's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 5, 2017 - Present

ZEUS FINANCIAL, LLC

Office #1: 4800 T-rex Avenue Suite 100, Boca Raton, FL 33431
BD
CRD#: 18192
BOCA RATON, FL
Past

February 3, 2015 - April 10, 2017

MANAGED ACCOUNT SERVICES, LLC

BD
CRD#: 133803
BOCA RATON, FL
Past

December 17, 2013 - October 17, 2014

FMSBONDS, INC.

BD
CRD#: 7793
BOCA RATON, FL
Past

November 29, 2010 - December 20, 2012

NETWORK 1 FINANCIAL SECURITIES INC.

BD
CRD#: 13577
CORAL SPRINGS, FL
Past

August 5, 2010 - November 5, 2010

SKYEBANC, INC.

BD
CRD#: 44164
DEERFIELD BEACH, FL
Past

July 7, 2009 - June 14, 2010

VECTORGLOBAL WMG

BD
CRD#: 32396
MIAMI, FL
Past

April 4, 2006 - March 27, 2009

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
BOCA RATON, FL
Past

May 4, 2004 - August 29, 2005

OMEGA RESEARCH CORPORATION

BD
CRD#: 43068
PLANTATION, FL
Past

May 9, 2002 - March 9, 2006

TRADESTATION SECURITIES, INC.

BD
CRD#: 39473
PLANTATION, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(12/5/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 5/17/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 11/19/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 3
Date: 9/19/2002
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/29/2004
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 30
Date: 12/23/2003
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm

ZF
ZEUS FINANCIAL, LLC
TRANS-CAP SECURITIES, INC | ZEUSFINANCIALLLC.COM | ZEUSBD.COM | ZEUS SECURITIES, INC. | ZEUS SECURITIES, INC | ZEUS FINANCIAL, LLC

CRD#: 18192 / SEC#: , 8-36214

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
4800 T-rex Avenue Suite 100, Boca Raton, FL 33431
Mailing Address
4800 T-rex Avenue Suite 100, Boca Raton, FL 33431
Phone number
(561) 708-0700
Established
Florida since 03/17/1986
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BUTKEVITS, LETICIA VERAMEMBER6717105
ORCHID BAY FINANCIAL HOLDINGS, LLCMEMBER
ACHILLE, RALPHCCO5875142
BUTKEVITS, VINCENT WILLIAM IIICEO1818987
KUMAR, PARDEEPMANAGING DIRECTOR5214503
SHUMBERG, IVANA MARCELLAFINOP/PFO3167225
TROUSDALE, LAUREN NICOLEFINOP/POO5622407

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ZEUS FINANCIAL, LLC

CRD#: 18192Boca Raton, FL 33431

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