Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brieann? Claim Your ProfileBrieann Lee Peixoto is an Investment Advisor Representative with Tactivest, LLC in San Francisco, CA. Brieann Lee Peixoto is registered with the state of California as an Investment Advisor Representative. Brieann Lee Peixoto has been in the securities industry since 2013. Brieann Lee Peixoto has passed the Uniform Investment Adviser Law Examination. The firm provides financial planning, portfolio management for individuals and other advisory services.
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.
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.
Specialty consulting fees
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CA
03/29/2022 - Present
Tactivest, LLC (SAN FRANCISCO CA)
IA
Issued 03/29/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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