linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Berdine R Clarke

National Financial Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Berdine? Claim Your Profile

About Berdine R Clarke

Berdine R Clarke is a financial advisor who is currently registered with National Financial Services LLC. Berdine has over 15 years of experience in the financial services industry. She has worked with a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, CCO Investment Services Corp., Banc of America Investment Services, Inc. and Columbia Management Distributors, Inc. Berdine has passed the Series 6, 7, 99TO, and SIE exams.

Firm Information

Berdine Clarke is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Berdine Clarke’s Registration & Firm History

RI

06/07/2023 - Present

National Financial Services LLC (SMITHFIELD RI)

RI

11/26/2013 - 11/11/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

06/17/2013 - 11/22/2013

CCO INVESTMENT SERVICES CORP. (EAST PROVIDENCE RI)

RI

10/23/2009 - 06/04/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)

RI

11/01/2007 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)

RI

12/21/2006 - 11/01/2007

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (PROVIDENCE RI)

Not sure if Berdine R Clarke is right for you?

Licenses & Designations

BC

Issued 01/10/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2008

Series 7 - General Securities Representative Examination

BC

Issued 12/19/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Berdine R Clarke.
Not sure if Berdine R Clarke is right for you?