Claire Cooney
Claire Cooney is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Portland, ME, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Two Portland Square, 7th Floor, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Claire is a committee member for the St. Brigid School Finance Committee, determining school tuition, marketing activities, and fundraising goals. This takes a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Advest, INC.Broker
Dean Witter Reynolds INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Brown & Company Securities CorporationBroker
Bear, Stearns & CO. INC.Broker
State Registrations8 states
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