Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Clark is a registered representative with J.P. Morgan Securities LLC, located in Naples, FL. Donald has been in the securities industry since 2012. Donald is registered in 23 states and has a Series 6, 7, 66, and SIE license. Donald has previously been employed by WELLS FARGO ADVISORS, LLC, and CHASE INVESTMENT SERVICES CORP..
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
09/19/2022 - Present
J.p. Morgan Securities LLC (NAPLES FL)
FL
03/18/2015 - 02/29/2016
WELLS FARGO ADVISORS, LLC (NAPLES FL)
FL
10/01/2012 - 01/15/2015
J.P. MORGAN SECURITIES LLC (NAPLES FL)
FL
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NAPLES FL)
BOTH
Issued 05/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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