Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Adams is a financial advisor with UBS Financial Services Inc., where Claire has been employed since June 2012. Claire has been in the industry since June 1984. Claire is registered with FINRA and is licensed in a variety of states including, but not limited to, Florida, Texas, Massachusetts, New York, and California. Claire also holds the Certified Financial Planner designation. Claire's primary office is located in Wellesley, MA.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MA
01/05/2024 - Present
UBS Financial Services Inc. (WELLESLEY MA)
MA
06/01/2009 - 06/18/2012
MORGAN STANLEY SMITH BARNEY (WELLESLEY MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WELLESLEY MA)
MA
04/29/1996 - 04/02/2007
MORGAN STANLEY DW INC. (WELLESLEY MA)
MO
02/20/1990 - 04/30/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/14/1988 - 03/12/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
06/06/1984 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1984
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Claire Adams is the right advisor for you? Invested Better is here to help.
