Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Marshall is a financial advisor with over 20 years of experience in the financial services industry. Claire is currently registered with Arkadios Capital in Atlanta, GA. Claire has been registered with Arkadios Capital since April 3, 2019, and prior to that, Claire was registered with Triad Advisors LLC, and SunTrust Investment Services, Inc. Claire holds Series 7, 24, and 63 securities licenses as well as the SIE exam. Claire is registered to provide investment advice in 49 states and the District of Columbia.
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.
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2
GA
04/03/2019 - Present
Arkadios Capital (Atlanta GA)
GA
09/22/2008 - 04/15/2019
TRIAD ADVISORS LLC (NORCROSS GA)
GA
02/15/2002 - 06/01/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BC
Issued 06/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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