Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Clifford is a financial advisor with over 20 years of experience in the financial services industry. William is a Registered Representative and Investment Advisor Representative. William currently works for Hightower Advisors, LLC. William has a Series 7, 24 and 66 license. William has experience working for several other firms including People's Securities, Inc., Chittenden Securities, LLC., Wachovia Securities, LLC and Prudential Securities Incorporated. William is a Certified Financial Planner.
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
IL
06/30/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
NH
04/21/2011 - 09/17/2012
PEOPLE'S SECURITIES, INC. (MANCHESTER NH)
NH
09/08/2005 - 10/28/2009
CHITTENDEN SECURITIES, LLC. (MANCHESTER NH)
MO
07/01/2003 - 03/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/11/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure William Clifford is the right advisor for you? Invested Better is here to help.
