Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Oconnor is a financial professional who has been in the industry since April 7, 2019. Claire is registered as a Registered Representative (RA) with Avantax Advisory Services and is currently active. Claire holds several licenses and designations, including a Series 66 license and the designation of Chartered Financial Consultant. Claire is registered in 18 states, including Alabama, Arizona, California, Colorado, Florida, Idaho, Michigan, Nevada, New York, North Carolina, Oklahoma, Oregon, Texas, Utah, Washington and Wyoming. Claire is also registered as an Investment Advisor Representative (IAR) in Oregon and Texas. Claire has a strong background in the financial services industry. Claire currently works at Avantax Advisory Services, providing financial advice to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
OR
12/05/2024 - Present
Avantax Advisory Services (Medford OR)
BOTH
Issued 05/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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