Rachel X. Green
Professional summary
Rachel Xien-ming Green, who also goes by Rachel Green, is a registered financial professional currently at JIKO SECURITIES INC. located in San Francisco, California.
Rachel is registered as a RR (Registered Representative) and started their career in finance in 2018. Rachel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Rachel Xien-ming Green's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 22, 2023 - Present
JIKO SECURITIES INC.
Office #1: 135 Main Street Suite 1320, San Francisco, CA 94105September 9, 2021 - May 5, 2022
PIMCO INVESTMENTS LLC
May 5, 2020 - April 6, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 30, 2020 - April 5, 2021
FIDELITY BROKERAGE SERVICES LLC
September 14, 2018 - April 3, 2020
TD AMERITRADE, INC.
September 14, 2018 - April 3, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
August 23, 2018 - April 3, 2020
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/22/2023)
Exams
FINRA
Current Firm
JIKO SECURITIES INC.
CRD#: 287507 / SEC#: , 8-69902
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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