Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Frame is an Investment Advisor Representative registered with Ballentine Partners, LLC. Rachel has been in the financial services industry for over a decade and is committed to providing clients with personalized financial planning and investment management services. Rachel specializes in working with individuals, families, and charitable organizations. She is a graduate of Carnegie Mellon University and holds the Series 65 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Project fees
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FL
01/19/2024 - Present
Ballentine Partners (Palm Beach Gardens FL)
IA
Issued 01/17/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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