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Claire Ethridge McLean

Preferred Capital Securities, LLC

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About Claire Ethridge McLean

Claire McLean is a financial advisor who has recently joined Preferred Capital Securities, LLC. Claire is a Series 7TO and SIE licensed professional. Claire's primary focus is helping clients achieve their financial goals.

Firm Information

Claire McLean is currently registered with Preferred Capital Securities, LLC. Preferred Capital Securities, LLC is a Limited Liability Company that was formed in September 2013. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Claire McLean’s Registration & Firm History

GA

05/14/2024 - Present

Preferred Capital Securities, LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 05/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/27/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claire Ethridge McLean.
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