Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Leonard Miller is a financial advisor with over 28 years of experience in the financial services industry. Clark is a Certified Financial Planner™ and holds Series 6, 7, 63, and 65 licenses. Clark has a strong track record of success in providing financial planning and investment management services to individuals, families, and businesses. Clark currently works with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group. Clark has worked with various companies including Financial Network Investment Corporation, Aragon Financial Services, Inc., and SunAmerica Securities, Inc. Clark specializes in retirement planning, investment management, and estate planning.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
08/03/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
AZ
05/14/2001 - 04/14/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
03/06/1996 - 05/15/2001
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
CA
01/17/1996 - 03/21/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
04/21/1994 - 12/31/1995
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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