Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Cox is an investment advisor representative with Schwab Wealth Advisory, Inc. Claire has been working in the financial services industry since August 2018 and has a combined state law exam license as well as a General Securities Representative and Securities Industry Essentials Examination. Claire has been registered with the state of Texas since September 2022. Claire is also registered with the state of Colorado. Claire is a registered representative at the Lone Tree office.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
09/16/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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