Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Jolley is a financial advisor who has been in the industry since 1976. Clark currently works for LPL Financial LLC and has been registered with them since September 2009. Previously, Clark was registered with MUTUAL SERVICE CORPORATION, TITAN/VALUE EQUITIES GROUP, INC., BOARDWALK CAPITAL CORPORATION, PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED, and HOME LIFE INSURANCE COMPANY. Clark Jolley has a variety of certifications, including Series 7TO, Series 63, Series 24, and Series 1, demonstrating his expertise in the financial industry. Clark Jolley is dedicated to providing quality financial advice to his clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/13/2016 - Present
LPL Financial LLC (VALENCIA CA)
CA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (VALENCIA CA)
CA
02/14/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/04/1982 - 02/07/1990
BOARDWALK CAPITAL CORPORATION
NA
08/27/1979 - 08/26/1981
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
02/13/1974 - 08/18/1977
HOME LIFE INSURANCE COMPANY
BC
Issued 08/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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