Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Diamond is a financial advisor with Kathmere Capital Management, LLC, an independent investment advisory firm based in Wayne, Pennsylvania. Clare is a Certified Financial Planner™ and has over 6 years of experience in the financial services industry. Clare has a broad range of experience in serving clients across multiple industries. Clare is committed to providing personalized financial planning services and investment management strategies to help clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
10/01/2019 - Present
Kathmere Capital Management, LLC (WAYNE PA)
PA
01/03/2019 - 10/09/2019
LPL FINANCIAL LLC (KING OF PRUSSIA PA)
PA
10/28/2014 - 12/17/2018
JANNEY MONTGOMERY SCOTT LLC (BRYN MAWR PA)
PA
07/08/2013 - 10/28/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 01/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Clare Diamond is the right advisor for you? Invested Better is here to help.
