Unclaimed
Clinton Mortensen is a financial advisor in Scottsdale, Arizona. Clinton has been in the financial services industry since 1998. Clinton is currently registered with Vanguard Marketing Corp. Clinton has a Series 6, Series 63, and SIE licenses. Clinton is licensed in 53 states and has over 20 years of experience in the financial services 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.
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.
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2
AZ
04/20/2017 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
10/09/1998 - 12/12/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
KS
06/15/1998 - 10/02/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 05/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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