Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claude? Claim Your ProfileClaude Daniel Conlin is a financial advisor in Tacoma, Washington. Claude has been working in the financial industry since 1983. Claude is currently registered with Voya Financial Advisors, Inc. in Tacoma, Washington. Previously, Claude was registered with ING Financial Advisors, LLC and Aetna Life Insurance and Annuity Company. Claude is a Series 7, 24, 63, and 65 licensed professional. Claude specializes in working with individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
01/03/2011 - Present
Voya Financial Advisors, Inc. (TACOMA WA)
WA
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (SEATTLE WA)
CT
06/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 05/05/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1974
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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