PRINT PDF BIO
Claire has been a wealth management assistant for Lumsden & McCormick Financial Services since 2004. She has served as a member of the financial services industry since 1995. She has passed the FINRA Series 6, 7, 63, and 66 exams.
EDUCATION
Buffalo State College, Bachelor of Science, Business Studies and a minor in Management Economics
PROFESSIONAL
Series 6, 7, 63, and 66 securities exams, Passed*
FUN FACTS
In her spare time, Claire enjoys reading, crafts, and especially baking. Her favorite sweet treat to bake and eat is homemade brownies. Give her a call, she will gladly share the recipe with you!
*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM.
