Unclaimed
Clifford Gale is a financial advisor with J.P. Morgan Securities LLC based in Las Vegas, Nevada. Clifford has been in the financial industry since 2021 and holds the Series 63, Series 6TO, and SIE licenses. Clifford specializes in a variety of financial products and services, including securities, investment company products, and variable contracts. Clifford has a strong background in financial planning and portfolio management, and is committed to providing clients with personalized financial advice.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NV
04/19/2021 - Present
J.p. Morgan Securities LLC (LAS VEGAS NV)
BC
Issued 03/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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