Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Mortensen is a registered representative with Northwestern Mutual Investment Services, LLC. Clifford has been in the financial services industry since February 17, 2011. Clifford is licensed to provide investment advice and securities in 26 states.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
02/18/2011 - Present
Northwestern Mutual Investment Services, LLC (Westlake Vlg CA)
BC
Issued 03/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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