Unclaimed
Claire Renae Stanford is an investment advisor representative with Newedge Advisors, a firm with over $10 billion to $50 billion in assets under management. Claire has been in the industry since 2001, having worked at Mutual Service Corporation for over 5 years. Claire holds a Series 6 license and is registered in Louisiana. Claire has experience in providing financial planning, pension consulting, and selection of other advisors.
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.
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.
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.
1
2
LA
05/05/2023 - Present
Newedge Advisors (Lafayette LA)
LA
09/04/2001 - 06/14/2006
MUTUAL SERVICE CORPORATION (LAFAYETTE LA)
BC
Issued 08/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Claire Stanford is the right advisor for you? Invested Better is here to help.