Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Francine Rivers is a financial advisor with over 20 years of experience in the financial industry. Claudia is registered with Cambridge Investment Research Advisors, Inc., a financial services firm headquartered in Fairfield, IA. Claudia holds a Certified Financial Planner designation and is licensed to offer investment advice in Colorado and Texas. Claudia is a highly experienced financial advisor with a focus on providing personalized financial planning and investment management services to her clients. She has a strong track record of success in helping clients achieve their financial goals. Claudia is also the founder of Rivers Wealth Partners LLC and Rivers Wealth Management DBA, two businesses that focus on providing financial services to individuals and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
11/18/2021 - Present
Cambridge Investment Research Advisors, Inc. (Centennial CO)
CO
12/19/2005 - 06/27/2008
MULTI-FINANCIAL SECURITIES CORPORATION (DENVER CO)
MA
03/26/2003 - 12/31/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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