Unclaimed
Claire Reiners is a Financial Advisor with Avantax Advisory Services, working in the Morgan City, LA and DALLAS, TX offices. Claire has been in the financial services industry since January 2013 and holds the Personal Financial Specialist designation. Claire is also an active member of the Louisiana Shrimp and Petroleum Festival and Fair Association, Inc., as well as the Morgan City Rotary Club, Inc.
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
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LA
02/29/2024 - Present
Avantax Advisory Services (Morgan City LA)
Active
Inactive
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