Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton Langbecker is an investment advisor representative with Wells Fargo Clearing Services, LLC in Scottsdale, Arizona. Clifton has been in the financial services industry since 1986, and has a Series 7 and Series 63 license, as well as the Uniform Investment Adviser Law Examination (Series 65). Clifton is also a Certified Financial Planner.
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.
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.
Investment consulting services to institutional clients
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.
1
2
AZ
09/28/2016 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
WI
02/02/1995 - 06/05/2000
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
SC
09/27/1994 - 02/17/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
07/01/1994 - 09/02/1994
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
WI
09/29/1989 - 07/01/1994
VALLEY SECURITIES, INC. (APPLETON WI)
WI
11/26/1986 - 10/03/1989
ISFA CORPORATION (APPLETON WI)
NA
11/30/1984 - 04/15/1985
BLINDER, ROBINSON & CO.,INC.
IA
Issued 03/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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