Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Santiago Marsh is a financial advisor with Ameriprise Financial Services, LLC, working out of the Houston, TX office. Claire has been in the financial services industry since 1999. Claire is registered with the state of Texas, and holds licenses including Series 7, Series 52, and Series 63 and Series 65 licenses. Claire specializes in portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Claire has worked for several firms in the past, including COMERICA SECURITIES, FSC SECURITIES CORPORATION, TD WATERHOUSE INVESTOR SERVICES, INC., PRUCO SECURITIES, LLC., and H&R BLOCK FINANCIAL ADVISORS, 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.
Asset allocation services
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.
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2
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
07/27/2007 - 11/03/2023
COMERICA SECURITIES (HOUSTON TX)
TX
04/04/2006 - 02/27/2007
FSC SECURITIES CORPORATION (HOUSTON TX)
NE
03/24/2004 - 11/07/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
07/08/2003 - 04/16/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MI
05/22/1997 - 09/17/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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