Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Brantley Smith is a financial advisor associated with Ameriprise Financial Services, LLC. Clifford has been in the financial services industry since August 1998. Clifford is registered as an Investment Advisor Representative in Texas. The advisor is also registered with FINRA. Clifford's current address is 1000 SW Broadway Ste 2200, Portland, OR, 97205-3074. In addition to Ameriprise Financial Services, LLC, the advisor has been associated with AMERIPRISE ADVISOR SERVICES, INC. Clifford specializes in several areas including: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Asset Allocation Services, Selection of Other Advisors, Publication of Periodicals, and Educational Seminars.
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.
Asset allocation 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.
1
2
OR
04/24/2013 - Present
Ameriprise Financial Services, LLC (Portland OR)
OR
08/25/1998 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LAKE OSWEGO OR)
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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