Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Dalton-viveiros is an investment advisor representative with PEO Partners, LLC. Rachel has been in the industry since 2014. Rachel is registered as an investment advisor representative in Massachusetts. Rachel holds the Series 65 license and is specializes in portfolio management for businesses and investment companies. Rachel has previously worked at Yet 2, Vanguard Renewables, Foundation Management Associates, Charles River CFO, PEO Partners, and Unemployed.
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.
Strategic management for diversified investment portfolios.
Portfolio consultant to uit
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.
%of fees subj. to min. amt;%of nav of uit;share of profit in etf
1
2
NY
05/10/2023 - Present
PEO Partners, LLC (NEW YORK NY)
IA
Issued 05/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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