Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Dow is an Investment Advisor Representative registered with Bolton Securities Corp. Clifford has been in the industry since January 1991. Clifford is licensed in 22 states and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Clifford’s areas of expertise include financial planning, portfolio management, pension consulting, and selection of other advisors. In addition to being an advisor, Clifford is the owner and landlord of 15 residential rental properties and the owner of Dow International, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
ME
10/13/2011 - Present
Bolton Securities Corp. (FALMOUTH ME)
CT
01/11/1991 - 11/10/2005
ADVEST, INC. (HARTFORD CT)
IA
Issued 05/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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