Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Marie Thielen is a financial advisor at Fidelity Personal And Workplace Advisors. Clare has been in the financial services industry for over 25 years. Clare holds Series 2, 6, 7, 63 and 65 licenses. Clare's specializations include financial planning, portfolio management for individuals and businesses, and education seminars. Clare is a Vice Chair on the Board of Directors of Dayton Right to Life.
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.
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.
1
2
KY
04/27/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
10/24/2011 - 10/01/2021
ALPS DISTRIBUTORS, INC. (XENIA OH)
IN
08/02/2010 - 10/24/2011
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
OH
06/18/2003 - 03/02/2009
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
OH
05/19/1997 - 06/16/2003
2480 SECURITIES LLC (DAYTON OH)
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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