Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory Cliften Trim has been in the financial services industry since 2007. Rory is currently registered with Sammons Financial Network, LLC, and holds the following licenses: Series 6, Series 63, and SIE. Rory has been working with Sammons Financial Network, LLC since 2012. Prior to that, Rory was registered with PRINCOR FINANCIAL SERVICES CORPORATION from 2007 to 2012. Rory is currently registered in Illinois, Kansas, and Missouri.
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.
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.
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IA
02/01/2012 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
IA
11/21/2007 - 01/18/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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