Unclaimed
Clinton Barber is an investment advisor representative with Corient. Clinton has been in the financial services industry for 8 years and is registered with the state of Illinois. Clinton is also a registered representative with Corient, which is a financial services firm headquartered in Miami, Florida. Corient provides a range of financial services, including investment management, financial planning, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IL
01/03/2025 - Present
Corient (Chicago IL)
IL
08/15/2018 - 02/27/2023
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (chicago IL)
MA
01/14/2016 - 08/01/2018
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
PA
09/22/2015 - 12/23/2015
AXA ADVISORS, LLC (BALA CYNWYD PA)
IA
Issued 03/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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