Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Alan Clift is a financial advisor with over 30 years of experience in the industry. Kenneth is currently registered with Hightower Advisors, LLC, and has been with the firm since 2020. Kenneth is also a registered investment advisor in California and Texas. Prior to joining Hightower Advisors, LLC, Kenneth worked for a number of other financial institutions, including Charles Schwab & Co., Inc., GNA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Stuart-James Company, Incorporated. Kenneth holds the Series 63, Series 65, and Series 7 licenses. Kenneth specializes in providing financial planning, portfolio management, and treasury management services to individuals, businesses, and institutions.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
02/20/2020 - Present
Hightower Advisors, LLC (San Francisco CA)
CA
06/10/1993 - 08/04/2010
CHARLES SCHWAB & CO., INC. (SAN RAMON CA)
VA
10/15/1992 - 03/02/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
08/30/1990 - 10/20/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
03/20/1990 - 07/07/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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