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professional profile

Clare Patricia Diamond, CFP

AgentIAR PA CRD 6209421 Last verified October 2026

Overview

Clare Patricia Diamond is an insurance agent and an investment adviser representative based in PA, with 13 years in the industry.

Years in the industry
13
States registered
1
Exams passed
2
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 1 state
  • Producer
  • Series 63
  • Series 66

4 lines of authority, with every state and its dates

Firms

Employment history since 2015

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file

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