Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford Jarvis is an investment advisor representative with Cambridge Investment Research Advisors, Inc.. Clifford is a registered representative with FINRA and the state of Connecticut. Clifford has been in the financial services industry since 1983. Clifford Jarvis has been with Cambridge Investment Research Advisors, Inc. since November 2018. Prior to that, Clifford was registered with Ohanesian/Lecours, Inc. in West Hartford, CT for more than 10 years. Clifford Jarvis is a Series 7, Series 24 and Series 63 licensed representative and has experience providing investment advice to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
11/09/2018 - Present
Cambridge Investment Research Advisors, Inc. (Farmington CT)
CT
02/26/1991 - 12/14/2018
OHANESIAN / LECOURS, INC. (WEST HARTFORD CT)
CT
03/29/1988 - 03/06/1991
COBURN & MEREDITH, INC. (SIMSBURY CT)
NA
09/23/1983 - 04/20/1988
NORTH AMERICAN INVESTMENT CORP.
BC
Issued 10/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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