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Clifford M. Mccormick

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CRD#: 1566236
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Clifford Michael Mccormick, who also goes by Mike Mccormick, was a registered financial professional .

Clifford is a previously registered financial professional and started their career in finance in 1987. Clifford had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Mccormick

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2006 - December 31, 2008

BLUE VASE CAPITAL MANAGEMENT

RIA
CRD#: 133447
WASHINGTON, PA
Past

October 24, 2005 - April 2, 2018

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CANONSBURG, PA
Past

October 24, 2005 - April 2, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CANONSBURG, PA
Past

July 24, 2002 - December 31, 2005

BLUE VASE SECURITIES, LLC

RIA
CRD#: 46765
HICKORY, NC
Past

March 30, 1999 - October 24, 2005

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
HICKORY, NC
Past

April 2, 1998 - May 20, 1999

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

February 26, 1997 - April 8, 1998

WEDGEWOOD PARTNERS, INC.

BD
CRD#: 21923
ST. LOUIS, MO
Past

January 19, 1995 - July 24, 1996

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

January 1, 1992 - July 18, 1994

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

June 17, 1991 - January 1, 1992

CHRIS SECURITIES INC.

BD
CRD#: 4453
Past

December 14, 1987 - September 9, 1989

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

February 26, 1987 - March 27, 1987

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/27/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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