Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Alexandria Wilson is a financial advisor at Frost Investment Services. Claire is registered with the state of Texas and Florida as a Registered Representative. Claire is also a Registered Investment Advisor. Claire has been in the financial industry for 2 years. Claire has earned the Series 7TO, Series 66 and the SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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TX
12/18/2023 - Present
Frost Investment Services (AUSTIN TX)
KY
02/04/2022 - 12/12/2023
ROBERT W. BAIRD & CO. INCORPORATED (BOWLING GREEN KY)
BOTH
Issued 04/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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