Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Cliff is a financial advisor with LPL Financial LLC, in Huntsville, TX. Jack has been in the industry since October 22, 1986 and has experience with financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jack is also a registered representative in Arizona, Arkansas, California, Colorado, Massachusetts, Missouri, Oklahoma, Tennessee, Texas and Wisconsin.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/05/2009 - Present
LPL Financial LLC (HUNTSVILLE TX)
TX
03/09/2001 - 01/20/2009
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
NY
01/25/1999 - 03/12/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/11/1988 - 01/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/23/1986 - 01/19/1988
ROTAN MOSLE INC.
NA
11/03/1986 - 11/05/1986
RAUSCHER PIERCE REFSNES, INC.
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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