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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 Franklin Shnier is a financial advisor with Cetera Investment Advisers LLC. Clifford has been in the industry since December 2014 and has experience with VOYA FINANCIAL ADVISORS, INC., Cetera Advisor Networks LLC and Meridian Special Needs Planning. Clifford is registered in Arizona, California, Florida, and Illinois and is licensed to provide investment advice to individuals, businesses, corporations, high-net-worth individuals, pension plans, and charitable organizations. Clifford's services include financial planning, portfolio management, and selection of other advisers.
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.
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2
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
12/05/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BOTH
Issued 12/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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