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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 Shnier is a financial advisor with over 8 years of experience in the financial services industry. Clifford is currently registered with Cetera Investment Advisers LLC. Prior to joining Cetera, Clifford was a financial advisor at VOYA FINANCIAL ADVISORS, INC. Clifford is licensed to provide investment advice in Arizona, California, Florida and Illinois. Clifford holds the Series 66, Series 7 and SIE securities licenses. Clifford also owns and operates Meridian Special Needs Planning, a financial planning firm that specializes in providing financial planning services with a focus on special needs planning. Clifford's firm, Cetera Investment Advisers LLC, is a Registered Investment Advisor (RIA) with approximately $104 billion in assets under management. Cetera Investment Advisers LLC provides financial planning, portfolio management and other investment advisory services to individuals, families, businesses, and institutions.
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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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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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