Unclaimed
Claire Marie Swanner is a financial advisor with over 8 years of experience in the industry. Claire is currently registered with Franklin Distributors, LLC. Claire previously worked for Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc., and Jackson National Life Distributors LLC. Claire is Series 6, 7, and 63 licensed and holds the SIE designation.
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.
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.
1
2
CT
07/07/2021 - Present
Franklin Distributors, LLC (STAMFORD CT)
CA
06/12/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
11/12/2018 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
TN
09/12/2017 - 03/23/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
11/01/2013 - 01/24/2017
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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