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MC

Michael J. Clifton

MISCHLER FINANCIAL GROUP
Matawan, NJ 07747
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CRD#: 1695639
MC

Professional summary


Michael James Clifton, who also goes by Michael Clifton, is a registered financial professional currently at MISCHLER FINANCIAL GROUP, INC. located in Matawan, New Jersey.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1997. Michael has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 25 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Clifton

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) - BD


Click below to view Michael James Clifton's CRS (Customer Relationship Summary).

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


Current

March 26, 2010 - Present

MISCHLER FINANCIAL GROUP, INC.

Office #1: 171 Main Street, Suite 303, Matawan, NJ 07747
BD
CRD#: 37818
Matawan, NJ
Past

August 29, 2006 - February 11, 2010

MAGNA

BD
CRD#: 30935
NEW YORK, NY
Past

May 15, 2006 - August 17, 2006

W.A. CAPITAL MARKETS

BD
CRD#: 6292
RED BANK, NJ
Past

September 10, 2001 - May 12, 2006

FARINA & ASSOCIATES, INC.

BD
CRD#: 32830
NEW YORK, NY
Past

January 3, 2000 - September 24, 2001

MURIEL SIEBERT & CO., LLC

BD
CRD#: 5376
NEW YORK, NY
Past

June 9, 1999 - January 3, 2000

OSCAR GRUSS & SON INCORPORATED

BD
CRD#: 2091
NEW YORK, NY
Past

March 26, 1998 - March 19, 1999

BRILL SECURITIES, INC.

BD
CRD#: 18565
NEW YORK, NY
Past

April 10, 1997 - May 23, 1997

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/26/2010)
RR
Florida
(2/23/2022)
RR
New Jersey
(3/26/2010)
RR
New York
(3/26/2010)
RR
Ohio
(1/18/2021)
RR
Pennsylvania
(5/27/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 2/13/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/3/2006
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 25
Date: 4/6/2000
NYSE Trading Assistant Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MF
MISCHLER FINANCIAL GROUP, INC.
DILTANA COMPANY, INC. | MISCHLER FINANCIAL GROUP, INC.

CRD#: 37818 / SEC#: , 8-48067

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
19800 Macarthur Blvd. Suite 600, Irvine, CA 92612
Mailing Address
19800 Macarthur Blvd. Suite 600, Irvine, CA 92612
Phone number
(949) 720-0640
Established
California since 11/22/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CHAMBERLAIN, DEAN ARTHURCHIEF EXECUTIVE OFFICER / DIRECTOR/ CHAIRMAN2262338
HOLMES, DOYLE LAVERNPRESIDENT, CHIEF OPERATION OFFICER-FINOP, CHIEF COMPLIANCE OFFICER, DIRECTOR1556260
GTS FINANCIAL LLCOWNER

Disclosures


Regulatory Event6

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


MISCHLER FINANCIAL GROUP, INC.

CRD#: 37818Matawan, NJ 07747

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