Rachel D'entremont (CRD# 6799358) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Boston, MA and has over 4 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Boston, MA | Aug 2018 - Current | 5 |
Ubs Financial Services | Boston, MA | May 2017 - Jun 2018 | 1 |
Black Rock Country Club | Hingham, MA | Jun 2014 - Apr 2017 | 2 |
Hingham Beerworks | Hingham, MA | Jun 2016 - Aug 2016 | < 1 |
Abercrombie And Fitch | Newington, NH | Nov 2015 - May 2016 | < 1 |
The Gap | Hingham, MA | Mar 2014 - Aug 2014 | < 1 |
Hingham High School | Hingham, MA | Sep 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- ME
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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