Claire Besant (CRD# 6859694) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 2 years of experience in the finance industry.
CRD# 5753051
Commonwealth Financial Network
CRD# 2392486
Cwm, LLC
CRD# 4390840
Cherry Creek Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | La Vista, NE | Apr 2022 - Current | 2 |
| Securities America, Inc. | La Vista, NE | Nov 2021 - Current | 2 |
| Iex Services, LLC | New York City, NY | Jul 2020 - Nov 2021 | 1 |
| Sanford C. Bernstein & Company, LLC | New York, NY | Sep 2017 - Jul 2020 | 2 |
| Advito (subsidiary Of Bcd Travel) | Riverside, CT | Jun 2017 - Sep 2017 | < 1 |
| Colgate University | New York, NY | Aug 2013 - Jun 2017 | 3 |
| Advito (subsidiary Of Bcd Travel) | Chicago, IL | Feb 2016 - May 2017 | 1 |
| Mattie M. | Winnetka, IL | Dec 2015 - Jan 2016 | < 1 |
| Mattie M. | Winnetka, IL | Jun 2015 - Aug 2015 | < 1 |
| Chicago Sun-times | Chicago, IL | May 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NE
- NC
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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