Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Clifford is an Investment Advisor Representative with Money Concepts Capital Corp. Dennis has been in the securities industry since 2003. Dennis has a Series 7 and Series 66 license. Dennis is registered with FINRA. Dennis specializes in retirement planning, investment strategies, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
MO
11/08/2017 - Present
Money Concepts Capital Corp. (North Kansas City MO)
MO
05/24/2004 - 12/01/2017
COUNTRY CLUB FINANCIAL SERVICES, INC. (PARKVILLE MO)
KS
12/08/2003 - 05/25/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
10/03/2003 - 11/25/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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