Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claire? Claim Your ProfileClaire Virginia Voorhees is an investment advisor representative with Chevy Chase Trust Co.. Claire Voorhees has been in the industry for over 13 years and is registered with the state of Maryland, District of Columbia and Virginia. Claire Voorhees specializes in providing investment advice to individuals, families, and businesses. Claire Voorhees has experience working with both high-net-worth and non-high-net-worth clients. Claire Voorhees has worked with a variety of clients, including individuals, families, businesses, charitable organizations, and pooled investment vehicles. Claire Voorhees provides financial planning, portfolio management, and investment advisory services.
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.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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MD
07/29/2022 - Present
Chevy Chase Trust Co. (BETHESDA MD)
NY
09/06/2010 - 12/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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