Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Michael Clark is an Investment Advisor Representative at Edelman Financial Engines. Douglas has been a Registered Investment Advisor Representative in the state of Michigan since 2016. Douglas has 24 years of experience in the financial services industry. Douglas previously worked for a number of firms including GLP Investment Services, LLC, IFMG Securities, Inc., ABN AMRO Financial Services, Inc., BANC ONE SECURITIES CORPORATION, Sigma Financial Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
11/30/2016 - Present
Edelman Financial Engines (TROY MI)
MI
04/24/2006 - 11/01/2006
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
MI
03/25/2005 - 04/19/2006
IFMG SECURITIES, INC. (TROY MI)
IL
05/02/2003 - 03/07/2005
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
03/21/2003 - 05/15/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
11/22/2002 - 03/24/2003
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
MN
05/31/2002 - 11/29/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/31/2002 - 11/29/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
09/29/1998 - 05/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/29/1998 - 05/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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