Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Morgan Clifford is a financial advisor with over 10 years of experience in the industry. James is registered with First Horizon Advisors, Inc. in Florida and holds a Series 7 and Series 31 licenses, as well as a Series 66 license. James has a background in financial planning and portfolio management and has experience working with individual clients, corporations, and institutional clients. James is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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.
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FL
10/07/2021 - Present
First Horizon Advisors, Inc. (Palm Beach FL)
FL
02/03/2010 - 03/23/2011
MORGAN STANLEY SMITH BARNEY (W. PALM BEACH FL)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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