Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denita? Claim Your ProfileDenita Clark is an Investment Advisor Representative and registered with The Financial Architects Wealth Management LLC. Denita has been in the financial industry for over 20 years. Prior to joining The Financial Architects, Denita worked as an insurance agent and licensed advisor at Transamerica Financial Advisors, Inc. Denita specializes in providing financial planning and portfolio management for individuals. Denita is also licensed to provide pension consulting 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.
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.
A percentage of the total value of assets under management is charged.
Referral fees
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CA
08/24/2021 - Present
THE Financial Architects Wealth Management LLC (CHINO HILLS CA)
CA
06/08/2021 - 04/20/2022
GRADIENT SECURITIES, LLC (Chino Hills CA)
CA
12/16/2015 - 06/04/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (RIVERSIDE CA)
CA
01/06/2012 - 12/31/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (CORONA CA)
CA
09/17/2007 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CHINO CA)
GA
06/18/2007 - 08/30/2007
PFS INVESTMENTS INC. (DULUTH GA)
GA
10/12/2006 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
SC
03/05/2004 - 09/09/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
06/19/2001 - 07/11/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NJ
06/20/2000 - 06/22/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 10/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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