Claire Chiara

Registered Principal at Cetera Wealth Services

Role
Financial Advisor, Director of Operations at Tartan Financial Services Llc
Location
Austin, TX, US
LinkedIn followers
500 followers

About Claire Chiara

Claire Chiara is a licensed financial professional and a first-year student at the University of Texas School of Law. Prior to enrolling, she spent seven years in wealth management as a financial advisor and compliance supervisor. Claire works directly with her own clients and oversees region operations for a network of self-employed financial advisors within Cetera Wealth Services, an independent broker-dealer. She holds Series 7, 24, 52, 53, and 66 licenses. Claire has a bachelor’s degree in economics and political science from the University of California, Berkeley. After college, she participated in the Coro Fellowship in Public Affairs, an immersive multidisciplinary program which included short-term consulting projects for government, nonprofit, and business organizations. Though she has lived in all four regions of the country, Claire proudly proclaims Texas as her adopted home. When not reading textbooks or helping clients, she can be found strength training, hearing live music, or visiting friends and family around the country.

Experience

  1. Financial Advisor, Director of Operations

    Tartan Financial Services Llc

    Oct 2018 — Present

    Outline and implement business initiatives for a network of financial advisors and support staff; Oversee in-house communications, marketing, and event planning, including in-person and virtual conferences; Coordinate with investment companies, advisor groups, and vendors; Assist OSJ branch manager with compliance oversight of self-employed financial advisors within the region.Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Education

  • The University of Texas School of Law

    Doctor of Law - JD

    2025 — 2028

  • UC Berkeley

    Bachelor of Arts (B.A.)

    2013 — 2017

Skills

  • Leadership
  • Research
  • Media Relations
  • Economics
  • Community Outreach
  • Political Science
  • Writing
  • Journalism
  • Nonprofits
  • Politics
  • Political Campaigns
  • Volunteer Recruiting
  • Event Planning
  • Fundraising
  • Public Policy
  • Political Commentary
  • Social Media
  • Public Relations
  • Microsoft Office
  • Public Speaking

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Claire Chiara — Financial Advisor, Director of Operations at Tartan Financial Services Llc in Austin, TX, US | Unifers