Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Kotubey is a financial advisor with Dimensional Fund Advisors LP, a firm that has been in business since 1981. Rachel has been with Dimensional Fund Advisors LP since 2014 and provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Rachel holds a Chartered Financial Analyst designation.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/14/2014 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
ME
01/24/2013 - 08/06/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MO
09/12/2011 - 11/08/2012
UMB DISTRIBUTION SERVICES, LLC (KANSAS CITY MO)
BC
Issued 09/15/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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