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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clark? Claim Your ProfileClark Osterhout is a financial advisor with Mariner Independent, a Registered Investment Advisor headquartered in Overland Park, Kansas. Clark Osterhout has over 14 years of experience in the financial services industry. Clark Osterhout holds the Series 7, 22, and 66 licenses, as well as the SIE designation. Clark Osterhout works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Clark Osterhout provides financial planning services, portfolio management, and investment advisory services.
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.
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
CA
01/28/2020 - Present
Mariner Independent (Roseville CA)
CA
09/16/2011 - 01/09/2020
EDWARD JONES (ROSEVILLE CA)
CA
05/06/2009 - 09/07/2011
WELLS FARGO ADVISORS, LLC (LINCOLN HILLS CA)
ID
12/20/2007 - 09/29/2008
DBSI SECURITIES CORPORATION (BOISE ID)
BOTH
Issued 05/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2007
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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