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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Williams is a financial advisor with over 12 years of experience in the financial services industry. Clifford currently works for Ameriprise Financial Services, LLC in West Orange, New Jersey. Clifford has a strong track record of providing financial advice to individuals, families, businesses, and institutions. Clifford holds the Series 7TO, Series 63, Series 65, and SIE licenses. Previously Clifford worked at ROYAL ALLIANCE ASSOCIATES, INC. in West Orange, New Jersey and METLIFE SECURITIES INC in Wall Township, New Jersey. Clifford has experience in a variety of areas, including financial planning, investment management, retirement planning, and insurance. Clifford is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Asset allocation services
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
NJ
02/10/2021 - Present
Ameriprise Financial Services, LLC (West Orange NJ)
NJ
04/11/2011 - 06/19/2020
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NJ
04/16/2009 - 04/29/2011
METLIFE SECURITIES INC. (WALL TOWNSHIP NJ)
MA
10/20/2004 - 02/17/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/26/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 02/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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