Unclaimed
Tarek Eldin is an Investment Advisor Representative with PEO Partners, LLC and is registered in Massachusetts. Tarek has a Series 65 license. Tarek Eldin has experience working with corporations and institutions. Tarek Eldin has experience with investment companies, pooled investment vehicles, and other investment advisers. Tarek Eldin's firm, PEO Partners, LLC, provides portfolio management services to investment companies. Tarek is also the Founder / President of Let'sGive LLC, a non-investment related business which raises funds for charity.
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
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NY
03/15/2022 - Present
PEO Partners, LLC (NEW YORK NY)
IA
Issued 03/14/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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