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Clifford Otto Straub is a financial advisor professional located in Middletown, CT. They specialize in financial advisory.
Clifford Otto Straub - Lifestyle Financial Strategies, Llc holds an active professional license (FINRA CRD) for your protection.
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Clifford Otto Straub operates Lifestyle Financial Strategies, LLC in Middletown, Connecticut. As a financial advisor, Straub works with clients on financial planning and investment management. The practice holds a FINRA CRD license (number 2259152), which indicates registration with the Financial Industry Regulatory Authority. This registration demonstrates that the advisor and firm are subject to FINRA's regulatory oversight and compliance requirements.
Clifford Otto Straub's FINRA CRD license indicates registration as a financial professional with the Financial Industry Regulatory Authority, a self-regulatory organization that oversees securities firms and brokers. This license means the advisor is authorized to provide securities-related financial advice and is subject to FINRA's regulatory rules, examination requirements, and ongoing compliance standards. The CRD (Central Registration Depository) number allows clients to verify the advisor's registration status and disciplinary history through FINRA's public database.