Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Jones is a financial professional with over 15 years of experience in the financial services industry. Clinton is currently registered with Hartford Funds and is a registered investment advisor in Wisconsin. Clinton is licensed to provide investment advice to individuals, investment companies, and pooled investment vehicles. Clinton has a strong background in the financial services industry, having previously worked for MBSC Securities Corporation, Lord Abbett Distributor LLC, Planco Financial Services, LLC, and AIG SunAmerica Capital Services, Inc. Clinton has passed the Series 6, 7, 63, and 65 exams and holds the SIE designation. Clinton is committed to providing clients with personalized financial advice and strategies that help them achieve 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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
Registrant provides investment advice to states in connection with 529 plans and model recommendations
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.
A percentage of the total value of assets under management is charged.
Fees related to 529 plans and model recommendations.
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2
PA
01/16/2018 - Present
Hartford Funds (WAYNE PA)
NY
05/13/2014 - 12/21/2016
MBSC SECURITIES CORPORATION (NEW YORK NY)
NJ
03/31/2009 - 05/13/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
CT
08/01/2006 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
CA
10/10/2005 - 07/21/2006
AIG SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
IA
Issued 05/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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