Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford G. Wang is a financial advisor currently registered with Main Street Financial Solutions, LLC. Clifford has over 20 years of experience in the financial services industry. Clifford has worked for several prominent firms including RBC Capital Markets, LLC, Barclays Capital Inc. and Deutsche Bank Securities Inc. Clifford is a Series 7, Series 31, Series 63, and Series 66 licensed financial advisor. Clifford specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
PA
03/01/2024 - Present
Main Street Financial Solutions, LLC (NEWTOWN PA)
GA
10/12/2015 - 03/15/2024
RBC CAPITAL MARKETS, LLC (Atlanta GA)
GA
06/04/2010 - 10/29/2015
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
07/24/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
01/13/2001 - 08/22/2008
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
MD
09/25/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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