Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Dawn Clark is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. April has been in the financial services industry since August 2010 and has a total of 11 approved securities registrations, including both broker-dealer and investment advisor registrations. April holds the Series 7, Series 6, Series 63, and Series 66 securities licenses, as well as the SIE license. April is also a Certified Financial Planner. Prior to joining Wells Fargo, April worked for BB&T Securities, LLC and BB&T Investment Services, Inc. April provides a range of services to individuals, businesses, and institutional clients, including financial planning, portfolio management, and investment consulting services.
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.
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.
Investment consulting services to institutional clients
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
SC
05/03/2021 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
GA
05/02/2018 - 05/03/2019
WELLS FARGO CLEARING SERVICES, LLC (CUMMING GA)
GA
01/02/2018 - 03/09/2018
BB&T SECURITIES, LLC (CUMMING GA)
GA
01/24/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CUMMING GA)
GA
06/24/2008 - 01/12/2017
WELLS FARGO CLEARING SERVICES, LLC (SUWANEE GA)
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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