Claire Olmstead (CRD# 7271582) is an Investment Advisor Representative working at Kwb Wealth in Redlands, CA and has over 2 years of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2922342
Infinity Financial Services Advisory
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | Redlands, CA | Jul 2021 - Current | 2 |
Kwb Wealth | Redlands, CA | Jul 2021 - Current | 2 |
University Of Redlands | Redlands, CA | Sep 2020 - Apr 2021 | < 1 |
University Of Redlands | Redlands, CA | Aug 2017 - Apr 2021 | 3 |
D.a. Davidson & Co | Costa Mesa, CA | Jun 2020 - Aug 2020 | < 1 |
Ciee- Rennes Intensive French Language Program Summer 2019 | Rennes, | Jun 2019 - Aug 2019 | < 1 |
Florence University Of The Arts | Florence, | Jul 2018 - Aug 2018 | < 1 |
Choctaw Casino Resort And SPA | Durant, OK | May 2018 - Jul 2018 | < 1 |
Heart O' The Hills Camp For Girls | Hunt, TX | Jul 2017 - Aug 2017 | < 1 |
Cracker Barrel | Sherman, TX | Jun 2016 - Jun 2017 | 1 |
Texoma Christian School | Sherman, TX | Jul 2011 - May 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CA
- TX
-
Total Assets Under Management854MILLIONS
-
Total Number of Accounts2,716ACCOUNTS
-
Average Account Value$314,408
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, FL, HI, ID, MT, NM, NV, OR, PA, TX, UT, WA
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