Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Marian Schwemlein-brownfield is a registered investment advisor with Janney Montgomery Scott LLC. Clare has over 17 years of experience in the financial services industry. Clare is registered with the Securities and Exchange Commission (SEC) and FINRA. Clare is also registered in several states as an investment advisor representative and is licensed to provide financial advice in a variety of areas, including portfolio management for individuals, businesses, and retirement plans. Clare holds Series 7, 9, 10, and 66 licenses. In addition to Clare's work at Janney Montgomery Scott LLC, Clare is also a member of the Investment Committee at Adena Health System in Chillicothe, Ohio.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
09/12/2009 - Present
Janney Montgomery Scott LLC (CHILLICOTHE OH)
OH
09/20/2005 - 01/22/2007
MCDONALD INVESTMENTS INC. (CHILLICOTHE OH)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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