Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Roberts Durand is an active financial advisor with over 20 years of experience in the industry. Claire is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT and holds FINRA Series 6, 7, 24, 63 and 65 licenses. Claire is registered in 53 states and the District of Columbia. Claire is currently affiliated with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Prior to joining J.p. Morgan, Claire worked with First Republic Securities Company, LLC and Fidelity Brokerage Services LLC. Claire is a highly qualified and experienced financial advisor.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
03/01/2024 - Present
J.p. Morgan Securities LLC (El Segundo CA)
CA
09/27/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
09/22/2017 - 08/29/2022
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
CA
12/18/2009 - 09/01/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LOS ANGELES CA)
AZ
01/07/2004 - 12/14/2007
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
TX
09/24/1999 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MN
06/15/1998 - 07/27/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 03/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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