Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Meredith Kurmel is a registered representative with Parnassus Funds Distributor, LLC, based in San Francisco, California. Claire has been in the securities industry since April 5, 2014. She has passed the Series 63, Series 7 and SIE exams. Claire is registered to sell securities in California. Prior to joining Parnassus Funds Distributor, LLC, Claire worked for FORESIDE FUNDS DISTRIBUTORS LLC and STATE STREET GLOBAL MARKETS, LLC.
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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CA
10/30/2020 - Present
Parnassus Funds Distributor, LLC (San Francisco CA)
CA
06/13/2017 - 10/30/2020
FORESIDE FUNDS DISTRIBUTORS LLC (SAN FRANCISCO CA)
CA
12/17/2013 - 02/22/2017
STATE STREET GLOBAL MARKETS, LLC (SAN FRANCISCO CA)
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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