Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifton? Claim Your ProfileClifton Ray Geisleman is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Clifton has been working in the financial services industry since 1992. Clifton has a Series 7, Series 24, and Series 63 license. Clifton is registered with the state of Arkansas and Texas to provide investment advisory services. Clifton is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Clifton is dedicated to providing personalized financial advice to individuals, families, and businesses. Clifton has experience in a variety of financial planning areas, including retirement planning, college savings, and estate planning. 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
08/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (HOT SPRINGS VILLAGE AR)
NY
10/20/1995 - 08/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 11/03/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/06/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
03/23/1992 - 03/31/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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