Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Rabaut is a Certified Financial Planner™ and investment advisor representative with Bakeravenue Asset Management LP in San Francisco, California. Sheila has been a consultant/contractor for the Rabaut Family Foundation since 2013 and has been involved in the financial services industry since 2016. Sheila holds a Series 65 license and specializes in financial planning, portfolio management, and educational seminars. Sheila's client base consists primarily of high-net-worth individuals and families, as well as charitable organizations and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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CA
02/26/2018 - Present
Bakeravenue (SAN FRANCISCO CA)
IA
Issued 01/19/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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