Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford John Mulder is a financial advisor with over 30 years of experience in the industry. Clifford John Mulder is currently registered with Raymond James & Associates, Inc., a firm with over $433 billion in assets under management. Raymond James & Associates, Inc. provides a wide range of financial services to individuals, families, businesses, and institutions. Clifford John Mulder's areas of specialization include retirement planning, investment management, insurance, and estate planning. Clifford John Mulder's past experience includes roles at NatCity Investments, Inc., NatCity Insurance Services, Inc., and Prudential Securities Incorporated.
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.
Please see note in schedule d - miscellaneous
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
MI
01/14/2008 - Present
Raymond James & Associates, Inc. (Portage MI)
OH
08/20/1999 - 12/08/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/30/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
06/22/1993 - 08/25/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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