Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Lee Aseltine is a financial professional registered with Tiaa-Cref Individual & Institutional Services, LLC. Clifford has been in the industry since 2021 and is registered in 51 states. Clifford's primary office is in Frisco, TX. Clifford has a Series 7TO, Series 63 and SIE. Clifford has experience in the financial services industry and specializes in Portfolio Management for Individuals, Financial Planning and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
04/12/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
NY
07/27/2023 - 03/29/2024
DALMORE GROUP LLC (WOODMERE NY)
TX
08/17/2021 - 07/07/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 11/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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