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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clancy? Claim Your ProfileClancy J. Atkinson is a financial advisor registered with the state of Pennsylvania and has been in the industry since 2000. Clancy J. Atkinson is a Certified Financial Planner™ professional and currently works for B. Riley Wealth Advisors, Inc.. Clancy J. Atkinson has held previous positions at PNC INVESTMENTS, CCO INVESTMENT SERVICES CORP., DREYFUS INVESTMENT SERVICES COMPANY, LLC and MORGAN STANLEY DW INC.. Clancy J. Atkinson holds the Series 66, Series 24, SIE, Series 31, Series 7 licenses. Clancy J. Atkinson specializes in offering financial planning, portfolio management for businesses, and portfolio management for individuals. Clancy J. Atkinson works with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and charitable organizations.
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.
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.
1
2
PA
09/14/2020 - Present
B. Riley Wealth Advisors, Inc. (SHARON PA)
PA
12/23/2011 - 06/27/2016
PNC INVESTMENTS (SHARON PA)
PA
05/08/2002 - 01/08/2010
CCO INVESTMENT SERVICES CORP. (SLIPPERY ROCK PA)
PA
07/02/2001 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
02/09/2000 - 05/02/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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