Clifford Edelmann
Director, Investments | Private Wealth Advisor
- Role
- Director, Investments Private Wealth Advisor at HJ Sims
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Clifford Edelmann
FINRA Registrations: Series 7 & 66 licenses * Specializes in fixed income…
Experience
Director, Investments Private Wealth Advisor
Nov 2010 — Present · Boca Raton, FL, US
Build long-term relationships by personally assisting clients with their retirement planning, education funding, wealth accumulation, and tax-efficient investing. For his small to mid-sized corporate clients, he focuses on providing qualified retirement plan investments for business principals and employees.
Education
University of Florida
B.A., Business Administration
1991 — 1995
Wake Forest University School of Business
MBA, Marketing & Finance
2002 — 2004
University of Florida - Warrington College of Business
B.A., Business Administration
1991 — 1995
Skills
- Securities
- Retirement Planning
- Finra
- Financial Modeling
- Investments
- Alternative Investments
- Wealth Accumulation
- Asset Managment
- Financial Analysis
- Fixed Income
- Asset Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.