Unclaimed
Clifton Kirksey is a financial advisor with LPL Financial LLC in Chicago, Illinois. Clifton has been in the industry since 1987 and has a strong track record of success. Clifton is registered with the state of Illinois and holds several industry certifications, including the Series 7, Series 6, and Series 63 licenses. Clifton's clients include high-net-worth individuals, businesses, and pension and profit-sharing plans. Clifton also offers financial planning services, including retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory services
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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2
IL
07/29/2013 - Present
LPL Financial LLC (CHICAGO IL)
IL
01/12/1995 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (PALATINE IL)
WI
01/30/1990 - 12/15/1994
GS2 SECURITIES, INC. (MILWAUKEE WI)
MO
05/13/1987 - 12/31/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
BC
Issued 12/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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