Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Holmes is a registered representative and investment advisor with J.P. Morgan Securities LLC. Claire has been in the financial services industry since 1990 and has held various roles at several firms including Wachovia Securities, LLC, First Union Brokerage Services, Inc., and First of Michigan Corporation. Claire specializes in financial planning, portfolio management, and pension consulting. Claire is licensed in Florida and California.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/01/2012 - Present
J.p. Morgan Securities LLC (JENSEN BEACH FL)
FL
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (JENSEN BEACH FL)
CA
11/08/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
VA
10/01/2000 - 11/08/2007
WACHOVIA SECURITIES, LLC (GLEN ALLEN VA)
NC
12/06/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
11/27/1991 - 08/12/1994
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MI
01/21/1987 - 02/08/1990
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 05/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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