Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Elizabeth Beatty is a financial advisor who has been in the industry since 2017. Claire is currently registered with Morgan Stanley and has been with the firm since 2018. Before joining Morgan Stanley, Claire worked at AXA Advisors, LLC from 2017 to 2018. Claire holds the Series 63, Series 66, Series 7 and SIE licenses and is registered in multiple states. Claire is licensed to provide investment advice to a variety of clients, including individuals, families, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/30/2018 - Present
Morgan Stanley (New York NY)
NY
10/25/2017 - 02/14/2018
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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