Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Jeanne Ciarciello is a registered investment advisor representative with LPL Financial LLC in Atlanta, Georgia. Claire has over 20 years of experience in the financial services industry and has held several roles with various firms including Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., UVEST Financial Services Group, Inc., Webster Investment Services, Inc., Mechanics Investment Services, Inc., and U.S. Clearing Corp. Claire holds the Series 7, Series 24, Series 63 and Series 66 securities licenses. Claire has been registered with LPL Financial LLC since February 2012. Claire is also affiliated with Delta Community Retirement & Investment Services, Delta Community Credit Union, Ash Brokerage, and Members Trust Company.
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.
Consulting and other non-discretionary advisory services
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.
1
2
GA
11/12/2020 - Present
LPL Financial LLC (ATLANTA GA)
CT
02/05/2008 - 09/21/2010
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (WINDSOR CT)
CT
01/24/2008 - 01/31/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
02/14/2007 - 03/14/2007
UVEST FINANCIAL SERVICES GROUP, INC. (KENSINGTON CT)
CT
06/26/2000 - 02/23/2007
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
CT
07/14/1997 - 06/23/2000
MECHANICS INVESTMENT SERVICES, INC. (HARTFORD CT)
TX
03/18/1997 - 07/17/1997
U.S. CLEARING CORP. (DALLAS TX)
BOTH
Issued 10/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Claire Ciarciello is the right advisor for you? Invested Better is here to help.
