Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Ann Daily is a financial advisor registered with Voya Retirement Advisors, LLC. Clare has over 12 years of experience in the financial services industry. Clare is registered with the state of Texas as an Investment Advisor Representative. Clare has held previous roles with firms like Money Concepts Capital Corp, Equity Services, Inc., ICMA-RC Services, LLC, AXA Distributors, LLC, VALIC Financial Advisors, Inc., ING Financial Partners, Inc., and ING Financial Advisers, LLC. Clare holds Series 6, 7, 63 and 66 licenses and the SIE exam. Clare has worked with a variety of clients including corporations or other businesses, state or municipal government entities, and banking or thrift institutions.
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.
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.
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2
CT
07/12/2023 - Present
Voya Retirement Advisors, LLC (WINDSOR CT)
FL
08/10/2021 - 01/05/2023
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
VT
10/26/2018 - 12/17/2019
EQUITY SERVICES, INC. (MONTPELIER VT)
DC
05/09/2017 - 10/17/2018
ICMA-RC SERVICES, LLC (WASHINGTON DC)
NJ
04/02/2014 - 09/14/2016
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
TX
05/21/2013 - 03/27/2014
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
01/03/2011 - 04/25/2013
ING FINANCIAL PARTNERS, INC. (ADDISON TX)
TX
12/21/2007 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ADDISON TX)
BOTH
Issued 06/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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