Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Shane Clark is a financial advisor with over 27 years of experience in the industry. Derrick is currently registered with LPL Financial LLC and has been with the firm since 2011. Previously, Derrick was affiliated with Ameriprise Financial Services, LLC, Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Safián Investment Research, 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
07/05/2023 - Present
LPL Financial LLC (FLORHAM PARK NJ)
NJ
04/03/2018 - 07/07/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Cedar Knolls NJ)
NJ
12/08/2011 - 04/18/2018
LPL FINANCIAL LLC (CHATHAM NJ)
NJ
08/13/2004 - 12/09/2011
WELLS FARGO ADVISORS, LLC (MADISON NJ)
NY
06/02/2000 - 08/17/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/08/1995 - 06/09/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/13/1995 - 11/27/1995
SAFIAN INVESTMENT RESEARCH, INC. (WHITE PLAINS NY)
IA
Issued 12/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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