Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cliff? Claim Your ProfileCliff Tilford cuison Jones is a financial professional with extensive experience in the securities industry. Cliff is currently registered with Needham & Company, LLC and is licensed in multiple states, including California, Florida, Illinois, Minnesota, and New York. Cliff's credentials include passing several industry exams, including the Series 63, Series 24, Series 57TO, Series 87, Series 7TO, and the SIE exam. Cliff's focus is on providing securities research to clients.
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.
Securities research
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.
Earned based on transactions or products sold.
Pursuant to csa agreements
1
2
NY
05/17/2022 - Present
Needham & Company, LLC (NEW YORK NY)
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/27/2023
Series 57TO - Securities Trader Exam
BC
Issued 11/19/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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