Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cathy? Claim Your ProfileCathy Jane Clift is a financial advisor with SPC in Bolivar, MO. Cathy Clift has been in the financial industry since 1986 and has a strong track record of providing financial advice to individuals, families, and businesses. Cathy Clift specializes in a variety of areas, including financial planning, retirement planning, and investment management. Cathy Clift has a strong understanding of the financial markets and a commitment to providing her clients with personalized advice and service. Cathy Clift is dedicated to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
02/01/2021 - Present
SPC (ANN ARBOR MI)
MO
12/05/1986 - 02/05/2021
AVANTAX INVESTMENT SERVICES, INC. (BOLIVAR MO)
MI
02/01/2021 - 02/01/2021
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BC
Issued 12/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/17/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Cathy Clift is the right advisor for you? Invested Better is here to help.
