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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 Peter Haugen is a Registered Investment Advisor with Blbb Advisors, LLC. Clifford Peter Haugen is located in MONTGOMERYVILLE, PA, and has been in the industry for over 18 years. Clifford Peter Haugen's previous firms include BURKE, LAWTON, BREWER & BURKE, LLC and RUTHERFORD, BROWN & CATHERWOOD, LLC. Clifford Peter Haugen has passed the Series 66, Series 24, Series 53, Series 4, Series 27, Series 87, and Series 7 exams. Clifford Peter Haugen also holds the Chartered Financial Analyst designation. Clifford Peter Haugen is active in the investment advisory business in Pennsylvania. Clifford Peter Haugen's firm, Blbb Advisors, LLC, is a registered investment adviser.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/23/2008 - Present
Blbb Advisors (MONTGOMERYVILLE PA)
PA
09/12/2008 - 08/30/2019
BURKE, LAWTON, BREWER & BURKE, LLC (MONTGOMERYVILLE PA)
PA
07/03/2001 - 09/12/2008
RUTHERFORD, BROWN & CATHERWOOD, LLC (PHILADELPHIA PA)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/22/2003
Series 4 - Registered Options Principal Examination
BC
Issued 08/01/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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