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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Carmona is a Registered Representative and Investment Advisor Representative at Snowden Capital Advisors LLC. Claudia has been in the financial services industry since 2007. Claudia has experience with firms such as UBS Financial Services Inc., Barclays Capital Inc. and Lehman Brothers Inc. Claudia holds the Series 7, Series 63, and Series 66 licenses. Claudia is also registered in 21 states as an Investment Advisor Representative, with her primary location being New York. Claudia is also registered as a Registered Representative with FINRA. Claudia is experienced in providing financial planning services, pension consulting, portfolio management for businesses and individuals, and investment management for high-net-worth individuals. Claudia is able to assist both individuals and corporations.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/04/2023 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NY
03/01/2013 - 10/13/2023
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/22/2008 - 03/18/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/17/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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