Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Robello is a financial advisor with over 38 years of experience in the industry. Clifford is currently registered with Pinkerton Retirement Specialists, LLC and has a broad range of experience providing financial and investment advice. Clifford's previous experience includes time with FINANCIAL NETWORK INVESTMENT CORPORATION, AETNA FINANCIAL SERVICES, INC., AETNA INVESTMENT SERVICES, INC., and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Clifford's specializations include Retirement planning, Asset management, Estate planning, and Insurance and annuity products.
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.
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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2
ID
12/02/2024 - Present
Pinkerton Retirement Specialists, LLC (COEUR D'ALENE ID)
HI
03/01/1999 - 03/30/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (HONOLULU HI)
CT
07/31/1997 - 03/12/1999
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
10/15/1993 - 03/11/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
12/12/1986 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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