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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Robert Smedley is an investment advisor representative with Cetera Investment Advisers LLC, located in WEST CHESTER, PA. Clinton Robert Smedley has been in the financial services industry since 2005. Clinton Robert Smedley has a total of 13 approved registrations with the states of Arizona, Delaware, Florida, Louisiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas and Virginia. Clinton Robert Smedley holds the Series 7, Series 63, Series 65 and SIE licenses. Clinton Robert Smedley is a Certified Financial Planner. Clinton Robert Smedley provides financial planning services to individuals, businesses, and charitable organizations. Clinton Robert Smedley also offers investment advisory services, including portfolio management and pension consulting. Before joining Cetera Investment Advisers LLC, Clinton Robert Smedley was employed by Commonwealth Financial Network, Vanguard Marketing Corporation, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Clinton Robert Smedley has a strong track record of helping clients achieve their financial goals. Clients of Clinton Robert Smedley range from high-net-worth individuals to corporations.
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.
1
2
PA
12/13/2024 - Present
Cetera Investment Advisers LLC (WEST CHESTER PA)
PA
09/15/2008 - 03/09/2009
COMMONWEALTH FINANCIAL NETWORK (EXTON PA)
PA
11/23/2005 - 08/29/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
MN
07/22/2005 - 09/27/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/22/2005 - 09/27/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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