Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Dixon Bloom is a financial advisor with Wells Fargo Clearing Services, LLC. Clark has been in the financial services industry since March 2007. Clark has Series 63 and 66 securities licenses and the Series 7 general securities representative exam. Clark has a special focus on financial planning, pension consulting, and portfolio management. Clark is also a landlord. Clark is registered with the state of Utah and Texas. Clark is active in both Broker-Dealer and Investment Advisor capacities.
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
UT
09/26/2022 - Present
Wells Fargo Clearing Services, LLC (HOLLADAY UT)
UT
01/03/2011 - 01/11/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
02/22/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
02/14/2007 - 02/19/2008
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 09/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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