Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Anne Chiara is a registered investment advisor representative. Claire has been in the financial services industry since April 2019. Claire is a registered representative of Cetera Investment Advisers LLC. Claire is registered to provide advisory services in Arizona, California, Colorado, Florida, Hawaii, Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, South Dakota, Texas, Virginia, and Wisconsin. Claire holds the following securities licenses: Series 66, Series 53, Series 24, Series 52TO, Series 7TO, and SIE. Claire also holds the Chartered Financial Consultant designation. Claire is affiliated with Tartan Financial Services, LLC. Claire's specializations include: Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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.
A percentage of the total value of assets under management is charged.
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TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
BOTH
Issued 4/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/24/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 5/20/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 4/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 2/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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