Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark May is a financial advisor who has been active in the financial services industry since July 2004. Clark is currently registered with Cadaret, Grant & Co., Inc. and has a total of 14 approved state registrations. Clark has a Series 7 and Series 66 license as well as the SIE exam. Prior to joining Cadaret, Grant & Co., Inc., Clark worked for Securities America, Inc., Invest Financial Corporation, FSC Securities Corporation, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Clark is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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
OH
12/02/2023 - Present
Cadaret, Grant & CO., Inc. (Worthington OH)
OH
12/18/2017 - 12/06/2023
SECURITIES AMERICA, INC. (WORTHINGTON OH)
OH
01/09/2009 - 12/18/2017
INVEST FINANCIAL CORPORATION (WORTHINGTON OH)
OH
11/07/2005 - 02/06/2009
FSC SECURITIES CORPORATION (WORTHINGTON OH)
IN
07/05/2004 - 11/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/05/2004 - 11/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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