Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Godwin is a financial advisor with over 25 years of experience in the industry. Clifford has a wide range of experience, having worked for several firms including Cetera Investment Services LLC, WM Financial Services, Inc. and BA Investment Services, Inc. Clifford holds Series 7, Series 63 and Series 65 licenses. Clifford is currently employed with Raymond James Financial Services Advisors, Inc. and provides a range of financial advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Clifford is a registered representative in Arizona, California, Colorado, Florida, Idaho, New Mexico, Oregon, and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Snohomish WA)
WA
06/15/2006 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (SNOHOMISH WA)
WA
12/04/1998 - 06/09/2006
WM FINANCIAL SERVICES, INC. (SEATTLE WA)
CA
05/22/1997 - 12/31/1997
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
IA
Issued 04/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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