Unclaimed
Bennett Clarke Whitlock is a financial advisor with Ameriprise Financial Services, LLC. Bennett has over 28 years of experience in the financial services industry. Bennett is registered with FINRA and the Securities and Exchange Commission. Bennett provides financial planning, investment advice, and portfolio management services. Bennett has been a Registered Representative for over 28 years and an Investment Advisor Representative for over 28 years. Bennett holds a Series 7, Series 24, Series 63, and Series 65 licenses. Bennett is a member of the Financial Industry Regulatory Authority. Bennett is located in Lake Ridge, VA.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
VA
07/19/1994 - Present
Ameriprise Financial Services, LLC (LAKE RIDGE VA)
MN
03/07/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/21/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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