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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glenn Clark is a financial advisor with Morgan Stanley, a leading global financial services firm. David has been in the industry since 1999 and has a wide range of experience in providing financial advice to individuals and businesses. He has a strong track record of success in helping his clients reach their financial goals. David is committed to providing his clients with the highest level of service and expertise. David has previously held positions with J.P. Morgan Securities Inc. and Banc One Securities Corporation.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
10/09/2009 - Present
Morgan Stanley (Birmingham MI)
MI
10/01/2008 - 10/23/2009
J.P. MORGAN SECURITIES INC. (BLOOMFIELD HILLS MI)
MI
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BLOOMFIELD HILLS MI)
MI
03/30/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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