Claudia C. Fitch
Professional summary
Claudia Corinne Fitch, CFP®, who also goes by Claudia Corrinne Fitch, is a registered financial advisor currently at FITCH FINANCIAL ADVISORS LLC located in San Francisco, California.
Claudia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Claudia has worked at 5 firms and has passed the Series 63, Series 7, Series 6, Series 22 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Claudia Corinne Fitch's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
January 15, 2003 - Present
FITCH FINANCIAL ADVISORS LLC
January 11, 1995 - October 8, 2012
FINANCIAL TELESIS INC
December 16, 1992 - December 31, 1994
IFG NETWORK SECURITIES, INC.
January 23, 1985 - December 31, 1992
PLANNED INVESTMENTS INC.
March 14, 1984 - January 2, 1985
BRETCOURT SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/15/2003)
Exams
Current Firm
FITCH FINANCIAL ADVISORS LLC
CRD#: 113726 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 17,153,342 |
Red Flags
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