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Claire E Soja is a financial advisor professional located in Wellesley, MA. They specialize in financial advisory. With over 25 years of experience, they bring deep expertise to every client.
Claire E Soja - Capitol Securities Management, Inc. holds an active professional license (FINRA CRD) for your protection.
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Claire E Soja operates Capitol Securities Management, Inc. in Wellesley, Massachusetts, bringing 25 years of experience in financial advisory services. She holds a FINRA CRD license number 2521634, which registers her with the Financial Industry Regulatory Authority. Her background spans more than two decades of work in the financial services sector, positioning her to address client investment and financial planning needs.
A FINRA CRD (Central Registration Depository) license indicates that Claire E Soja is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and financial professionals in the United States. This registration means she meets FINRA's qualification and conduct standards and is authorized to engage in securities-related advisory and brokerage activities. Clients can verify her registration status and disciplinary history through FINRA's public BrokerCheck database, which provides transparency into her professional background and any regulatory actions.