Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Michelle Shifren is a Registered Representative and Investment Adviser Representative at Summitry, LLC. Claire has been a financial professional for over 20 years and has a strong focus on financial planning and portfolio management. Claire is a Certified Financial Planner and provides services to individuals, high-net-worth individuals, families, businesses, charitable organizations, pension and profit sharing plans, and corporations. Claire is registered with the state of California.
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.
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.
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.
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CA
11/04/2024 - Present
Summitry, LLC (FOSTER CITY CA)
Active
Inactive
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