Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Dionne is an investment advisor representative at LPL Financial LLC. Rachel works with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Rachel is a registered representative with the state of Massachusetts and has been in the industry since 2014. Rachel is associated with LPL Financial LLC since 2022 and has held previous positions with People's Securities, Inc., INFINEX INVESTMENTS, INC., and KEY INVESTMENT SERVICES LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
CT
08/17/2022 - Present
LPL Financial LLC (BRIDGEPORT CT)
MA
04/03/2020 - 08/17/2022
PEOPLE'S SECURITIES, INC. (LUDLOW MA)
MA
10/22/2018 - 04/03/2020
INFINEX INVESTMENTS, INC. (Ludlow MA)
MA
09/21/2016 - 10/08/2018
KEY INVESTMENT SERVICES LLC (FEEDING HILLS MA)
MA
05/15/2014 - 09/21/2016
LPL FINANCIAL LLC (SOUTHWICK MA)
BC
Issued 07/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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