Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clinton? Claim Your ProfileClinton Pearcy is a registered representative with Charles Schwab & Co., Inc. and has been in the industry since January 30, 2008. Clinton holds the Series 63, Series 7, Series 24 and SIE licenses. Clinton is registered in Nebraska and has been with Charles Schwab & Co., Inc. since January 11, 2022. Prior to that, Clinton was with TD AMERITRADE, INC..
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
01/11/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
03/24/2023 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
01/31/2008 - 03/07/2022
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 02/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Clinton Pearcy is the right advisor for you? Invested Better is here to help.
