Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Clifford has been in the securities industry since May 29, 2010. Robert is currently registered with Osaic Advisory Services, LLC and is licensed in Idaho and Texas. Robert has previously been registered with Securities America, Inc., KMS Financial Services, Inc., Symetra Investment Services, Inc., and BA Investment Services, Inc. Robert has a strong track record in the financial services industry, with extensive experience in providing investment advisory services to individuals, families, and businesses. Robert is committed to helping 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.
1
2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LEWISTON ID)
ID
07/17/2012 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LEWISTON ID)
ID
10/12/2010 - 05/10/2012
SYMETRA INVESTMENT SERVICES, INC. (LEWISTON ID)
CA
09/23/1998 - 04/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 03/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Clifford is the right advisor for you? Invested Better is here to help.
