Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claude? Claim Your ProfileClaude Bishop is a financial advisor at Osaic FA, Inc. located in San Rafael, CA. Claude has over 20 years of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, Series 24, and Series 66. Claude specializes in working with individuals, corporations, and charitable organizations. Claude also offers tax and accounting services through their own business, Claude J. Bishop, C.P.A.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
CA
07/15/2019 - Present
Osaic FA, Inc. (San Rafael CA)
CA
08/01/2001 - 03/06/2019
KESTRA INVESTMENT SERVICES, LLC (LAFAYETTE CA)
BOTH
Issued 08/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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