Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Jackson is a Registered Investment Advisor Representative with World Investment Advisors, LLC. Claire has been in the securities industry for over 15 years and has a variety of experience in financial planning, investment management, and insurance. Claire specializes in providing financial advice to individuals, families, and businesses.
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.
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
ME
11/26/2018 - Present
World Investment Advisors, LLC (Auburn ME)
ME
07/25/2013 - 06/26/2018
PROEQUITIES, INC. (PORTLAND ME)
ME
06/08/2011 - 06/21/2013
ALLSTATE FINANCIAL SERVICES, LLC (PORTLAND ME)
ME
11/20/2009 - 05/03/2011
AMERIPRISE FINANCIAL SERVICES, INC. (GORHAM ME)
ME
11/17/2009 - 11/20/2009
TD WEALTH MANAGEMENT SERVICES INC. (PORTLAND ME)
ME
07/13/2005 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (PORTLAND ME)
IA
Issued 07/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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