Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Harris is a financial advisor with over 35 years of experience in the industry. Clifford is currently registered with Osaic Wealth, Inc. Clifford has previously worked at firms such as Woodbury Financial Services, Inc., Park Avenue Securities LLC, National Planning Corporation, and Lincoln Financial Advisors Corporation. Clifford offers a variety of financial services including portfolio management, financial planning, and pension consulting.
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.
1
2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (NOBLESVILLE IN)
IN
08/01/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NOBLESVILLE IN)
NY
08/26/2004 - 08/16/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MN
07/12/2002 - 07/30/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CA
12/08/1994 - 12/10/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IN
05/08/1996 - 10/25/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
08/27/1993 - 04/18/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
08/27/1993 - 01/05/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
OH
08/15/1989 - 08/27/1993
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
12/04/1986 - 07/22/1989
MONY SECURITIES CORP. (NEW YORK NY)
NA
11/20/1985 - 09/17/1986
ROBERT W. BAIRD & CO. INCORPORATED
NA
12/10/1985 - 09/08/1986
NML EQUITY SERVICES, INC.
IA
Issued 09/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/26/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clifford Harris is the right advisor for you? Invested Better is here to help.
