Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clint? Claim Your ProfileClint Stephen Fish is a registered investment advisor representative with Avior Wealth Management, LLC. Clint is a veteran financial professional with over 20 years of experience in the industry. Clint has worked with a variety of clients, including individuals, families, businesses, and retirement plans. Clint is committed to providing personalized financial advice and guidance to help clients reach 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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2
IN
07/09/2024 - Present
Avior Wealth Management, LLC (BLOOMINGTON IN)
IN
02/06/2014 - 02/17/2023
COASTAL EQUITIES, INC. (BLOOMINGTON IN)
IN
03/28/2001 - 02/10/2014
PRINCOR FINANCIAL SERVICES CORPORATION (BLOOMINGTON IN)
FL
07/27/1999 - 11/08/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TN
05/26/1999 - 06/21/1999
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IL
03/15/1996 - 01/29/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
03/02/1995 - 03/14/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
02/16/1994 - 02/01/1995
HAMILTON INVESTMENTS, INC.
CA
08/06/1993 - 02/18/1994
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BOTH
Issued 10/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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