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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 Clarke is a financial advisor with over 19 years of experience in the industry. Clifton is currently registered with Avantax Advisory Services and has been with the firm since 2014. Clifton holds the Series 6 and Series 63 licenses, along with the SIE exam, which are required to provide investment advice and sell securities. Clifton's previous experience includes working as a professor, Dean, and Department Chair at City University of New York Brooklyn and as an owner/sole proprietor of Clifton Clarke CPA. Clifton also has experience working at Avantax Investment Services, Inc. and Avantax Insurance Agency, LLC. Clifton's focus is on providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Clifton specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Clifton is committed to helping clients 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/31/2021 - Present
Avantax Advisory Services (DALLAS TX)
NY
02/03/2005 - 03/03/2014
PFS INVESTMENTS INC. (BROOKLYN NY)
BC
Issued 02/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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