Unclaimed
Clifford Hines is a registered representative with Edward Jones, a brokerage firm with over 20,000 investment advisors and representatives. Clifford is currently registered with the state of Oklahoma as a registered agent (RA) and a registered investment advisor (IA), and with Texas as an RA. Clifford has been in the financial industry since 1990 and has expertise in various investment areas, including financial planning, pension consulting, and portfolio management for individuals and businesses. Clifford has earned Series 63, 7 and SIE certifications from the Financial Industry Regulatory Authority (FINRA).
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.
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.
See schedule d - miscellaneous
1
2
OK
08/21/2014 - Present
Edward Jones (PONCA CITY OK)
BC
Issued 02/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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