Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Frances Shingleton is a registered investment advisor representative with Dimensional Fund Advisors LP. Rachel has been in the financial services industry since 2022. Rachel is licensed to provide investment advice in Texas and has a Series 66, Series 7TO and SIE license. Rachel has worked for Dimensional Fund Advisors LP since January 2022, where she provides investment advice to individuals, families, and institutional clients. Previously, Rachel worked at Stitch Fix in Austin, TX. Rachel specializes in portfolio management, and has a strong understanding of the financial markets.
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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TX
10/04/2022 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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