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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Hall is a financial advisor at United Capital Financial Advisors. Rachel has been in the financial services industry since March 2014. Rachel is registered with the state of Illinois as an investment advisor representative. Rachel has a Series 65 license. United Capital Financial Advisors specializes in providing financial advice to individuals, businesses, pension plans, and charitable organizations.
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.
Sub-adviser for other investment advisers
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.
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IL
04/19/2017 - Present
United Capital Financial Advisors (ROCKFORD IL)
IA
Issued 04/19/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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