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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford F. Robbins is a financial advisor at LPL Financial LLC in Pasadena, California. Clifford has been in the industry for over 10 years and has a broad range of experience in providing financial advice and investment services to individuals and businesses. Clifford holds several licenses and certifications including Series 63, Series 65, and Series 7. Clifford specializes in financial planning, portfolio management, and investment advice. Clifford is committed to providing clients with personalized service and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/19/2023 - Present
LPL Financial LLC (PASADENA CA)
CA
01/19/2022 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
11/30/2021 - 01/14/2022
HSBC SECURITIES (USA) INC. (GLENDALE CA)
IA
Issued 03/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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