Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Elvis Borchardt is a financial advisor who has been in the industry since 2008. Clinton is currently registered with Wells Fargo Clearing Services, LLC, a firm with a strong reputation in the financial services industry. Clinton has a diverse background in financial advising and has worked with a variety of clients. Clinton's experience includes positions with both Wells Fargo Clearing Services, LLC and ScotTrade, Inc.. In addition, Clinton holds a variety of licenses and certifications, including Series 4, 7, 24, 63, and SIE. These credentials demonstrate Clinton's commitment to staying up-to-date on the latest financial trends and regulations.
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.
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.
Investment consulting services to institutional clients
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
MO
08/21/2020 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
04/04/2001 - 01/30/2013
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 04/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2007
Series 4 - Registered Options Principal Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Clinton Borchardt is the right advisor for you? Invested Better is here to help.
