Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire McNamara is a financial advisor with Avantax Advisory Services, a firm headquartered in Dallas, Texas. Claire has been in the financial services industry since 1998 and is registered to provide investment advice in New York. Claire has worked with clients across various types of investments, including high-net-worth individuals, corporations, and retirement plans. Claire has also provided wealth management assistance to clients and specializes in financial planning and investment management.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/08/2021 - Present
Avantax Advisory Services (DALLAS TX)
NY
01/06/2005 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BUFFALO NY)
NY
09/23/2003 - 10/07/2004
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IN
03/31/2003 - 07/18/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/31/2003 - 07/18/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/01/2001 - 12/18/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
AZ
04/07/1998 - 02/12/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 02/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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