Unclaimed
Clark Burton Bishop is a financial advisor registered with Wells Fargo Clearing Services, LLC and is an active Investment Advisor Representative in the state of Iowa. Clark has been in the industry since 2003 and has held various positions with other firms such as PFS Investments Inc. and Wells Fargo Investments, LLC. Clark has a broad range of certifications including Series 6, 7, 9, 10, 24, 63 and 66. Clark has been an active registered representative for over 12 years and has been registered in 30 states, and is currently registered in 31 states and the District of Columbia.
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.
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.
Investment consulting services to institutional clients
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
IA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (CLIVE IA)
IA
07/21/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CLIVE IA)
GA
02/14/2001 - 02/25/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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