Unclaimed
Clifford William Stanton is an Investment Advisor Representative at Frontier Asset Management, LLC. Clifford has been working in the financial services industry since 1993. Clifford is registered with the state of Wyoming. Clifford has specializations in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles. Clifford has the following designations: Chartered Financial Analyst.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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WY
02/04/2020 - Present
Frontier Asset Management, LLC (SHERIDAN WY)
GA
07/31/2002 - 12/20/2002
INVESCO SERVICES, INC. (ATLANTA GA)
IL
06/09/1998 - 04/10/2001
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
CA
12/11/1996 - 05/27/1998
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
RI
08/13/1993 - 08/01/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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