Rachel B. Golodetz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Rachel Beth Golodetz was a registered financial professional .
Rachel is a previously registered financial professional and started their career in finance in 2008. Rachel had worked at 6 firms and has passed the Series 63, Series 66, Series 79TO, SIE, Series 79 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 13, 2023 - September 26, 2025
TAG CAPITAL PARTNERS
February 16, 2021 - December 9, 2022
ASHLAND SECURITIES, LLC
July 20, 2018 - November 2, 2018
AXIOM CAPITAL MANAGEMENT, INC.
April 8, 2016 - July 24, 2018
DRIVEWEALTH INSTITUTIONAL LLC
May 30, 2012 - January 15, 2016
BURNHAM SECURITIES INC.
February 12, 2008 - August 9, 2011
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 79TO
Date: 10/13/2021
Investment Banking Registered Representative ExaminationCurrent Firm
TAG CAPITAL PARTNERS
CRD#: 318850 / SEC#: , 8-70927
Contact information
FINRA licenses (51 States and Territories)
Documents
Red Flags
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