Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clare? Claim Your ProfileClare Raleigh is a financial advisor in San Jose, California. Clare works with individuals, families, businesses, charitable organizations, insurance companies, banking institutions, and pension and profit-sharing plans. Clare has been in the industry since 2009 and is licensed to practice in California and Texas. Clare is registered with Mariner Wealth and was previously registered with Raymond James Financial Services, Inc.. Clare's areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Family office services
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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CA
12/19/2022 - Present
Mariner Wealth (SAN JOSE CA)
CA
08/14/2009 - 10/02/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN JOSE CA)
IA
Issued 05/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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