Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Jurdi is a financial advisor at Commonwealth Financial Network. Clifford is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 1997. Clifford provides a wide range of financial services to his clients, including financial planning, investment management, retirement planning, and insurance. He is dedicated to helping his clients reach their financial goals. Clifford has been registered with FINRA since 2000 and is a member of the FINRA Board of Arbitrators. Clifford is also a registered investment advisor in New Hampshire.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NH
02/24/2000 - Present
Commonwealth Financial Network (EXETER NH)
NY
04/29/1997 - 10/08/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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