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Claire Chiara
Financial Advisor, Director Of Operations at Tartan Financial Services
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Work Experience
Financial Advisor, Director Of Operations
Oct 2018 - Present · 6 years and 2 months
Apr 2019 - Present · 5 years and 8 months
Registered Principal
Sep 2019 - Present · 5 years and 3 months
Registered Representative
Apr 2019 - Aug 2019 · 4 months
Company Details
Tartan Financial Services is a family-run wealth management firm offering comprehensive and personalized financial planning services to our community. At Tartan Financial Services, we understand the importance of priorities. Our goal is to mitigate the stresses of financial planning so that our clients can spend more time with the people who matter most: family, friends, and loved ones. Our mission is to help our clients prepare for and succeed in life's major milestones by offering conscientious wealth management guidance. We are located at: 820 E Terra Cotta Ave, Suite 114 in Crystal Lake, Illinois. Feel free to contact us by calling (815) 887-0077 or by emailing cchiara@tartanfs.com. Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entities.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
820 E Terra Cotta Ave Suite 114 Crystal Lake, Illinois 60014, US
Keywords
Financial PlanningInvestment and Wealth ManagementInsuranceRetirement SavingsCollege Savings
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