Unclaimed
Andrew Clark is a registered representative with LPL Financial LLC. Andrew Clark has been in the industry since June 2006. Andrew Clark has a Series 7 and Series 66 license, and has a total of 13 state registrations. Andrew Clark is also registered as an Investment Advisor Representative. Andrew Clark has been employed by LPL Financial LLC since February 2006. Andrew Clark also has an additional business affiliation with Advisors Insurance Brokers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (NISKAYUNA NY)
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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