Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark D. Harris is a financial advisor at Secure Asset Management, LLC, a firm with offices in Troy, MI. Clark has been in the industry since 1997 and has experience working with both high-net-worth individuals and individuals other than high-net-worth. Clark specializes in financial planning, pension consulting, and selection of other advisers. Clark holds Series 6 and SIE licenses and is registered with the state of Michigan.
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.
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.
Solicitor for 3rd party money managers
1
2
MI
09/29/2021 - Present
Secure Asset Management, LLC (TROY MI)
MI
01/07/2000 - 04/16/2021
SIGMA FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
SC
03/09/1999 - 01/09/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
02/12/1997 - 10/05/1998
JOHN HANCOCK DISTRIBUTORS, INC.
MA
05/14/1996 - 10/05/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
02/12/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
MA
05/14/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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