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Financial Planning Services Advisors in Dallas, Texas
3,096 Results
Unclaimed
location

Dallas, TX

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Cindy Andreasen is a financial advisor who has been in the industry since April 6, 2000. Cindy is currently registered with Morgan Stanley and has been with the firm since November 21, 2011. Previously, Cindy was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.. Cindy has a total of 55 years of experience in the securities industry. Cindy is registered to provide investment advisory services in 52 states, including Texas. Cindy holds FINRA Series 7, 31 and 66 licenses, as well as the SIE. Cindy provides a wide range of investment advisory services, including financial planning, asset allocation advice, and portfolio management. Cindy is also registered to provide investment advisory services in Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Avantax Advisory Services | PFS ® (Certifications)

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Claire Reiners is a Financial Advisor with Avantax Advisory Services, working in the Morgan City, LA and DALLAS, TX offices. Claire has been in the financial services industry since January 2013 and holds the Personal Financial Specialist designation. Claire is also an active member of the Louisiana Shrimp and Petroleum Festival and Fair Association, Inc., as well as the Morgan City Rotary Club, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Raymond James & Associates, Inc.

location

Dallas, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Claire Bremner is a financial advisor with Raymond James & Associates, Inc. Claire has been working in the financial services industry since 2021. Claire is registered with the state of Texas and holds Series 63, Series 65, and Series 7TO licenses. Claire provides a range of financial services to individual and corporate clients. These services include financial planning, portfolio management, and investment advisory. Claire is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Corient | CFP ® (Certifications)

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Claire Foster is an Investment Advisor Representative with Corient, a firm that provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Claire is also a Certified Financial Planner and has experience working in the financial services industry since 2017. She is registered with the state of Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

DALLAS, TX

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Claire Gracie is a financial advisor who is currently registered with Osaic Wealth, Inc. Claire has been in the financial industry since 2022. Claire has a Series 66, a Series 7TO and a SIE license. Claire specializes in helping individuals, businesses, and charitable organizations with their financial planning needs. Claire is also a Certified Financial Planner. Claire is currently licensed in all 50 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC | CFC ® (Certifications)

location

DALLAS, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Claire Anne Chiara is a financial professional with over 10 years of experience in the financial services industry. Claire is registered with Cetera Investment Advisers LLC and holds several licenses, including Series 66, Series 53, Series 24, Series 52TO, Series 7TO, and the SIE. Claire provides a range of financial services, including financial planning, portfolio management, and pension consulting. Claire is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Dallas, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Claire Balentine is a registered representative at J.p. Morgan Securities LLC. Claire works in the Dallas, TX office. Claire has been in the securities industry for 2 years and has a total of 54 state registrations, 25 SRO registrations, and 2 product exams. The exams include the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Claire is licensed to offer investment products in all 50 states. Claire has also been employed by JPMorgan Chase Bank, NA, Southern Methodist University, and V W Enterprises LLC. Claire specializes in financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Anderson & Associates Int. LLC

location

DALLAS, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Clarence Anderson is a Registered Representative and Investment Adviser Representative. Clarence currently works with Anderson & Associates Int. LLC and has been in the industry since 1998. Clarence has been registered with the state of Texas as an Investment Adviser Representative since 2016 and as a Registered Representative since 2018. Clarence has a wide range of experience in the financial services industry, having worked with several firms over the years. Previously, Clarence worked with Fortune Financial Services, Inc., Supreme Alliance LLC, Girard Securities, Inc., WRP Investments, Inc., LPL Financial Corporation, AXA Advisors, LLC, and American Express Financial Advisors Inc.

SPECIALIZATIONS

Pension Consulting Services
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

DALLAS, TX

experience

37 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Clark Robert Durham is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Clark has been in the financial services industry since 1987 and is licensed in multiple states. Clark offers financial planning, pension consulting and portfolio management services to both individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Clark McConathy is a financial advisor with J.p. Morgan Securities LLC. Clark has been in the industry since 2022. Clark holds a Series 63, Series 6TO, Series 7TO, and SIE licenses. Clark is registered in Texas. Clark specializes in several areas including mutual funds, variable annuities, life insurance, fixed annuities, and retirement planning. Clark's previous firm was VANGUARD MARKETING CORPORATION.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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