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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Leroy Haynes is a financial advisor with Edelman Financial Engines. Clarence has been in the financial services industry since 2012. Clarence is registered with the state of Connecticut and Texas. Clarence has passed the Series 6, SIE, Series 63 and Series 65 exams. Clarence has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Clarence specializes in financial planning, portfolio management, and investment advisory services.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CT
03/19/2020 - Present
Edelman Financial Engines (Bethel CT)
NY
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NEW YORK NY)
NY
08/01/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NEW YORK NY)
BC
Issued 06/26/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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