Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stephen Clark is a financial advisor with M Holdings Securities, Inc., a registered investment advisor. David has 6 years of experience in the financial services industry and is currently registered with the Securities and Exchange Commission (SEC) as well as in Delaware and Pennsylvania. Previously, David was affiliated with Purshe Kaplan Sterling Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. David specializes in providing financial planning, investment management, and retirement planning 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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DE
02/08/2024 - Present
M Holdings Securities, Inc. (Wilmington DE)
PA
04/12/2019 - 12/18/2023
PURSHE KAPLAN STERLING INVESTMENTS (Kennett Square PA)
DE
01/30/2017 - 07/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
BOTH
Issued 05/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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