Unclaimed
Clint David Muirhead is a financial advisor registered with Cetera Investment Advisers LLC, based in FT WORTH, TX. Clint has been in the financial industry since 2007 and holds several licenses including Series 6, 7, 26, 63 and 65. Clint is also a Certified Financial Planner. Clint has experience working with a range of clients, including individuals, corporations, and charitable organizations. Clint's services include financial planning, portfolio management, and investment advisory. Clint has a strong commitment to providing clients with personalized financial guidance.
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.
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.
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TX
07/17/2019 - Present
Cetera Investment Advisers LLC (FT WORTH TX)
TX
07/12/2007 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (FORT WORTH TX)
IA
Issued 4/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/19/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2012
Series 7 - General Securities Representative Examination
BC
Issued 6/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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