Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Delaney Hart is a financial advisor in Coconut Creek, FL. Claire has been in the financial services industry since 1997. Claire is a registered representative of National Wealth Management Group, LLC. The firm has a total of 18 employees, including 17 investment advisor representatives and 16 registered representatives. Claire is also an investment advisor representative of National Wealth Management Group, LLC. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. Claire has experience working for various financial institutions, including Cuna Brokerage Services, Inc., MetLife Securities Inc., Woodstock Financial Group, Inc., Wall Street Financial Group, Inc., LaSalle St Securities, L.L.C., Eisner Securities, Inc. and Prudential Securities Incorporated.
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.
Hourly consulting
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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2
FL
01/05/2022 - Present
National Wealth Management Group, LLC (Coconut Creek FL)
FL
05/04/2016 - 11/08/2018
CUNA BROKERAGE SERVICES, INC. (Boca Raton FL)
FL
06/17/2015 - 05/02/2016
METLIFE SECURITIES INC. (BOCA RATON FL)
FL
10/10/2014 - 06/29/2015
WOODSTOCK FINANCIAL GROUP, INC. (Coral Springs FL)
FL
05/28/2004 - 10/10/2014
WALL STREET FINANCIAL GROUP, INC. (Coral Springs FL)
IL
10/02/2001 - 05/28/2004
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MO
01/08/2001 - 11/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
IL
09/29/2001 - 10/01/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
04/29/1999 - 01/11/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
08/19/1998 - 12/14/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NY
10/08/1996 - 09/09/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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