Unclaimed
Claire Mcconnell Noel is a financial advisor registered with the state of Connecticut. Claire Noel works at O'Shaughnessy Asset Management, LLC. Claire Noel has been a financial advisor since 2012 and has a designation of Chartered Financial Analyst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Assets under advisement (for uma)
1
2
CT
06/11/2021 - Present
O'Shaughnessy Asset Management, LLC (STAMFORD CT)
Active
Inactive
Not sure Claire Noel is the right advisor for you? Invested Better is here to help.