Unclaimed
Clinton Edward Anderson is a financial advisor who has been working in the industry since April 2006. Clinton currently works at Stifel, Nicolaus & Company, Inc. in Overland Park, KS. Clinton has also worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and UBS FINANCIAL SERVICES INC. Clinton offers financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
05/16/2019 - Present
Stifel, Nicolaus & Company, Inc. (OVERLAND PARK KS)
KS
03/27/2008 - 05/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
KS
04/19/2006 - 04/14/2008
UBS FINANCIAL SERVICES INC. (OVERLAND PARKS KS)
BOTH
Issued 05/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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