Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Hiram Clinard is an active investment advisor representative with Cetera Investment Advisers LLC in Melville, NY. Joseph Clinard has been in the financial services industry since 1969. Joseph Clinard has worked for several firms including North Ridge Securities Corp., Descap Securities, Inc. and Timecapital Securities Corporation. Joseph Clinard is registered with the Securities and Exchange Commission (SEC) and the state of New York.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
09/26/1990 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
03/27/1985 - 10/11/1990
DESCAP SECURITIES, INC. (NEW YORK NY)
NA
05/10/1990 - 07/11/1990
LONG ISLAND NETWORK SECURITIES, INC.
NA
12/14/1983 - 04/16/1985
TIMECAPITAL SECURITIES CORPORATION
NA
08/27/1979 - 12/27/1983
INVESTORS PLANNING SERVICES
NA
11/27/1974 - 01/14/1979
HERZFELD & STERN
NA
07/30/1973 - 10/27/1974
TRAVELERS EQUITIES SALES, INC.
NA
07/29/1969 - 06/11/1973
SHEARSON, HAMMILL & CO., INCORPORATED
IA
Issued 06/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/22/1984
Series 24 - General Securities Principal Examination
BC
Issued 07/22/1969
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1962
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Joseph Clinard is the right advisor for you? Invested Better is here to help.
