Unclaimed
Rachael Hope Neil is an investment advisor representative at Hightower Advisors, LLC. She has been in the industry since 2009, and is licensed in Georgia and Texas. Rachael has a Series 7 and Series 66 license and is also a Certified Financial Planner. Prior to working at Hightower, Rachael worked at Redwood Wealth Management, LLC and Bluerock Wealth Management, LLC. Rachael primarily works with high-net-worth individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
12/10/2021 - Present
Hightower Advisors, LLC (CHICAGO IL)
CA
12/07/2009 - 06/15/2010
HOWE BARNES HOEFER & ARNETT, INC. (SAN FRANCISCO CA)
BOTH
Issued 11/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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