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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Clifford is a financial advisor with Osaic Wealth, Inc. based in AKRON, OH. Jeffrey Clifford has been working in the financial services industry since 2003. Jeffrey Clifford is registered with both FINRA and the SEC and holds licenses for Series 6, 7, 63, 65 and the SIE. Jeffrey Clifford provides financial planning and portfolio management services to individuals and businesses. Jeffrey Clifford's specialties include investment advisory, retirement planning, college savings, and insurance.
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
OH
01/04/2023 - Present
Osaic Wealth, Inc. (AKRON OH)
OH
02/01/2017 - 03/24/2022
THE HUNTINGTON INVESTMENT COMPANY (BRUNSWICK OH)
OH
05/05/2015 - 02/01/2017
LPL FINANCIAL LLC (BRUNSWICK OH)
OH
08/13/2014 - 05/01/2015
KEY INVESTMENT SERVICES LLC (WADSWORTH OH)
OH
10/01/2012 - 07/25/2014
J.P. MORGAN SECURITIES LLC (AKRON OH)
OH
06/06/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
OH
11/13/2009 - 05/17/2012
PNC INVESTMENTS (BROOKPARK OH)
OH
02/14/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (PARMA OH)
NY
10/30/2003 - 02/10/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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