Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwon? Claim Your ProfileDwon Clifton is an investment advisor representative with Gradient Investments, LLC and Timeless Wealth Management. Dwon Clifton is licensed in North Carolina and has been in the industry since 2017. Dwon Clifton has a Series 66, Series 7 and SIE license and previously worked with Merrill Lynch. Dwon Clifton specializes in Retirement Planning, Financial Planning 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.
Guidance on pension options to ensure a secure financial future.
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.
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NC
03/25/2019 - Present
Gradient Investments, LLC (Raleigh NC)
NC
03/02/2017 - 07/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
BOTH
Issued 04/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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