Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clint? Claim Your ProfileClint Kelly Anderson is a financial advisor with over 19 years of experience in the industry. Anderson is currently registered with Principal Asset Management in Greer, SC, and has previously worked at BANCWEST INVESTMENT SERVICES, INC. and AXA ADVISORS, LLC. Anderson holds several securities licenses, including Series 7, Series 24, Series 52TO, Series 53, and Series 99TO. Anderson also has experience in the municipal securities industry.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
SC
12/07/2020 - Present
Principal Asset Management (Greer SC)
CA
05/09/2005 - 07/08/2008
BANCWEST INVESTMENT SERVICES, INC. (SACRAMENTO CA)
NY
09/22/2004 - 05/10/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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