Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Larsen is a financial professional with over 4 years of experience in the financial services industry. Clark has a background in sales and customer service, and a passion for helping people achieve their financial goals. Clark is a registered representative with OneAmerica Securities, Inc., and holds Series 63, Series 65 and Series 7 licenses. Clark's expertise in financial planning, investment management, and retirement planning, and commitment to building strong relationships with clients, enables Clark to provide personalized financial solutions to help individuals and families achieve their financial objectives.
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.
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2
UT
05/04/2018 - Present
Oneamerica Securities, Inc. (Cottonwood Heights UT)
UT
09/22/2017 - 03/13/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 03/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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