Claire Frederick

Experience

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  University of Alabama at Birmingham

  Sept 2020 - Dec 2021

  Student Assistant

  I assisted UAB’s Office of New Student Programs staff and incoming students with various duties and responsibilities associated with the post-secondary education orientation process. This included communicating with incoming students and their parents on the transition to UAB, curating social media posts and educational resources for office use, and assisting where needed on orientation event days.

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  SA Stone Wealth Management Inc.

  Dec 2021 - Sept 2024

  SA Stone provides personalized, investment, financial and retirement planning. Our firm is a full service investment brokerage firm focused on retirement income timelines, with a client centered approach. We recruit like minded independent producers to our Branch and provide practice management support. We are always looking for new financial practices to come on board. Currently we have a team of 5 producers and manage over $300,000,000. We also place a succession plan to protect each producer as they enter our organization. If you want to protect your family from losing the value of your practice, and are tired of working in a more oppressive environment, come see what it is like to be a true independent producer. Securities and brokerage services offered through StoneX Securities Inc. MemberFINRA/SIPC. Advisory Services offered through StoneX Advisors Inc., an SEC registered investment advisor. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. Show less

  • Director of Client Services

    Feb 2023 - Sept 2024

  • Client Relationship Manager

    Dec 2021 - Feb 2023
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  University of Alabama at Birmingham

  Feb 2022 - Apr 2024

  Trailblazer

  The TrailBlazer Student Recruitment Team assists UAB's Division of Enrollment Management by providing in-depth information about UAB to prospective students and their families. I conducted campus tours, met with prospective and admitted students, and participated in receptions and UAB preview day programs. Being a TrailBlazer, I held the responsibility of creating the first impression of UAB and played a vital role in assisting in the recruitment of students to UAB and their college decision process and represented UAB in a positive light at all times (whether on-duty or off-duty). Show less

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  STONE Financial Group

  Sept 2024 - now

  Financial Advisor

  STONE financial group provides personalized, investment, financial and retirement planning. Our firm is a full service investment brokerage firm focused on retirement income timelines, with a client centered approach. We recruit like minded independent producers to our firm and provide practice management support. We are always looking for new financial practices to come on board. Currently we have a team of 8 producers and manage over $300,000,000. We also place a succession plan to protect each producer as they enter our organization. If you want to protect your family from losing the value of your practice, and are tired of working in a more oppressive environment, come see what it is like to be a true independent producer. Securities and brokerage services offered through StoneX Securities Inc. MemberFINRA/SIPC. Advisory Services offered through StoneX Advisors Inc., an SEC registered investment advisor. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. Show less