Unclaimed
Clifford Andersson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in BALTIMORE, MD. Clifford has been in the securities industry since 1998. Clifford has passed the Series 6, Series 7, Series 63, and Series 66 exams. Previously, Clifford was associated with MML INVESTORS SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Clifford has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2017. Clifford is registered to provide investment advice in 46 states and the District of Columbia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MD
03/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALTIMORE MD)
MD
01/20/2017 - 06/27/2017
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
10/23/2009 - 07/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
12/14/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA MD)
BOTH
Issued 11/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/4/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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