Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Wilson is a registered investment advisor representative at Osaic Wealth, Inc. Clifford Wilson has been in the financial services industry for over 20 years and has held several positions at different firms including Securities America, Inc. and Brecek & Young Advisors, Inc. Clifford Wilson is licensed to provide financial advice in California and several other states. Clifford Wilson specializes in providing financial planning services to individuals, businesses, and charitable organizations. Clifford Wilson is also a board member of the Fresno County Healthy Marriage Coalition.
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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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FRESNO CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (FRESNO CA)
CA
08/01/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FRESNO CA)
CA
09/03/2004 - 08/04/2006
PRINCOR FINANCIAL SERVICES CORPORATION (FRESNO CA)
IN
11/13/2003 - 08/25/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 01/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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