Clifford Franklin Shnier

Current Employers

Employment History

• 11/2014 → 06/2021
  Voya Financial Advisors, Inc.
  Scottsdale, AZ
• 12/2019 → Present
  Meridian Special Needs Planning
  Phoenix, AZ
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-01-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Phoenix, AZ
  Midvale, UT
  Windsor, CT
  Windsor, CT

Other Businesses

1) NAME OF ENTITY:CESHNIERCO INC; No; E CREOSOTE DR; CAVE CREEK; AZ; 85331; PRIVATE FAMILY HELD COMPANY; SHARE HOLDER; 1/1/1993; 3; 0; ATTEND MEETINGS,REVIEW REPORTS,REPORT TO OTHER SHAREHOLDERS. 2) NAME OF ENTITY:CLIFFORD SHNIER-NOTARY; No; 3420 E SHEA BLVD SUITE 200; PHOENIX; AZ; 85028; NOTARY PUBLIC; Notary Public; 1/1/2018; 1; 1; NOTARIZE DOCUMENTS 3) NAME OF ENTITY: Meridian Special Needs Planning; Yes; 3420 East Shea Blvd, Suite #200; Phoenix; AZ; 85028; Financial Services/dba; Owner; 12/13/2019; 160; 160; Provide financial planning services with a focus on special needs planning, and sale of insurance, securities, and investment products. 4) NAME OF ENTITY: Meridian Estate Services LLC; No; 3420 East Shea Blvd, Suite #200; Phoenix; AZ; 85028; Legal Document preparation; Owner; 1/6/2021; 40; 40; Coordinating information, meetings, managing the process in getting the documents prepared by in-house legal counsel;

Exams

• S66 Uniform Combined State Law Examination
  2014-12-24