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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton Borders is an investment advisor representative with 49 Financial. Clifton has been in the financial services industry since 2021. Clifton is registered with the state of Georgia as an Investment Adviser Representative. Clifton is also registered with FINRA and the state of Alabama as a Registered Representative. Clifton holds the Series 63, Series 65, and Series 6TO licenses. Clifton also holds the SIE license. Clifton is a graduate of the University of the South. Clifton is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Clifton's areas of expertise include retirement planning, college savings planning, and investment management.
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.
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.
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GA
06/30/2023 - Present
49 Financial (Atlanta GA)
GA
05/27/2021 - 01/10/2024
PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)
IA
Issued 06/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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