Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Robert Cashman is a financial advisor with over 50 years of experience in the financial services industry. Clifford is a registered representative with Osaic Wealth, Inc. and is also a registered investment advisor in the state of Pennsylvania. Clifford has held licenses with multiple firms over his career, including Securities America, Inc., SunAmerica Securities, Inc., and Anchor National Financial Services, Inc. Clifford has a wide range of experience and expertise, including financial planning, portfolio management, and insurance sales. Clifford is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (ALTOONA PA)
PA
07/19/2001 - 06/14/2024
SECURITIES AMERICA, INC. (ALTOONA PA)
AZ
05/19/1992 - 07/24/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/13/1984 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
01/13/1975 - 05/14/1984
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
06/13/1974 - 08/07/1975
AMERICAN GENERAL CAPITAL DISTRIBUTORS, INC.
NA
11/14/1972 - 08/07/1975
PENNSYLVANIA FUNDS CORPORATION
NA
03/05/1970 - 10/29/1972
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 09/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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