Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Brady Stossel is an Investment Advisor Representative at Independent Financial Partners, with over 10 years of experience in the financial industry. Clark is registered with the state of Pennsylvania as an Investment Advisor Representative, and in a variety of states as a Registered Representative. Clark specializes in providing financial planning, investment management, and pension consulting services to both individuals and businesses. Clark has over 10 years of experience in the financial industry and has worked at a number of different firms, including TD Private Client Wealth LLC and Bessemer Investor Services, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
PA
01/11/2024 - Present
Independent Financial Partners (Conshohocken PA)
PA
08/13/2013 - 12/06/2013
TD PRIVATE CLIENT WEALTH LLC (PHILADELPHIA PA)
NY
03/12/2010 - 01/31/2011
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
BOTH
Issued 07/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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