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 Jarrett is a financial advisor who has been in the industry since 2014. Claire is registered with Dempsey Lord Smith, LLC and offers investment advisory services to individuals and families. Claire is also a registered investment advisor in Tennessee and has a Series 7 and Series 66 license. Claire has extensive experience in financial planning, and offers a wide range of services to meet her client's financial needs.
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.
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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2
GA
07/15/2015 - Present
Dempsey Lord Smith, LLC (CALHOUN GA)
BOTH
Issued 07/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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