Unclaimed
Elmo Wilson Clary has been in the financial industry since March 3, 1987. Elmo is currently registered with Park Avenue Securities LLC. Elmo is also registered in Virginia and North Carolina. Elmo has a variety of licenses, including the Series 6, Series 22, Series 63, and Series 65. Elmo has experience in the financial industry, working for a number of firms including Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, and Guardian Investor Services Corporation. Elmo has experience in providing financial planning, portfolio management, and educational seminars. Elmo has also been involved with a number of organizations, including the Meherrin River Arts Council, Main Street United Methodist Men, Benefits Administration Services Company, Inc., and Fountain Creek Solar.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
10/19/2001 - Present
Park Avenue Securities LLC (EMPORIA VA)
NY
04/15/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
03/04/1987 - 04/14/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
03/04/1987 - 04/14/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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