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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Clark has over 25 years of experience in the financial services industry. Donald Clark is a Registered Representative and Investment Advisor Representative, and is currently registered with LPL Financial LLC. Donald Clark has previously been registered with Alton Securities Group Inc., NatCity Investments, Inc., NatCity Insurance Services, Inc., CitiCorp Investment Services, Investment Network, Inc. and Fortis Investors, Inc. Donald Clark holds the Series 6, 7, 24, 63 and 65 securities licenses and has passed the SIE exam. Donald Clark specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. Donald Clark has a strong track record of helping clients achieve their financial goals.
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
IL
01/23/2025 - Present
LPL Financial LLC (LANSING IL)
IL
12/12/2006 - 08/19/2011
ALTON SECURITIES GROUP INC. (ALTON IL)
IL
03/24/2006 - 10/04/2006
NATCITY INVESTMENTS, INC. (KANKAKEE IL)
OH
10/24/2001 - 04/28/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
10/24/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
02/15/2000 - 09/04/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
08/07/1996 - 01/27/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
MN
07/11/1994 - 06/05/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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