Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Allard is a financial professional with over a decade of experience in the industry. Claudia has a strong background in investment services, with a focus on securities and investment company products. She is currently registered with J.p. Morgan Securities LLC and holds Series 6, 7, 63, 66, and SIE licenses. Prior to joining J.p. Morgan, Claudia was a financial advisor for PNC Investments, where she provided personalized financial advice to clients. Claudia is dedicated to helping her clients achieve their financial goals through a collaborative and personalized approach.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NC
03/06/2023 - Present
J.p. Morgan Securities LLC (Charlotte NC)
NC
02/17/2016 - 08/10/2016
PNC INVESTMENTS (CHARLOTTE NC)
CA
10/01/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (ESCONDIDO CA)
AZ
06/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TEMPE AZ)
NC
03/03/2005 - 07/03/2008
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 03/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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