Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clark is a financial advisor with Westside Investment Management, LLC. David Clark has been a registered investment advisor since 1992. David Clark has over 30 years of experience in the financial services industry and is committed to providing personalized financial advice to individuals, families, and businesses. David Clark's focus is on helping clients achieve their financial goals through a variety of investment strategies. Westside Investment Management, LLC is a registered investment advisor with the SEC. The firm provides a range of financial services, including financial planning, 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.
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
OK
09/07/2010 - Present
Westside Investment Management, LLC (OKLAHOMA CITY OK)
MN
04/03/1992 - 04/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/03/1992 - 04/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/10/1994 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 07/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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