Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Mandeix is an Investment Advisor Representative associated with Envestnet PMC. Rachel has been in the industry since 2012 and holds a Series 66 and Series 7. Rachel has prior experience at Lincoln Financial Advisors Corporation. Rachel is also a co-trustee for a family real estate trust.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
04/27/2015 - Present
Envestnet PMC (CHICAGO IL)
MA
08/07/2012 - 06/20/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (BOSTON MA)
BOTH
Issued 10/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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