Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Marie Dennis is a financial advisor with Stifel, Nicolaus & Company, Inc. in the Indianapolis, IN area. Claire has been in the industry since 2020. Claire is a registered representative with FINRA and licensed in Indiana and New York. Claire holds Series 50, 52TO, and 63 securities licenses, as well as the SIE. Claire specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and other 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
03/16/2020 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
BC
Issued 06/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/16/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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