Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frances? Claim Your ProfileFrances Latos Clarke is a financial professional with over 35 years of experience in the industry. Frances is currently registered with Packerland Brokerage Services, Inc. and is licensed to provide investment advice in several states. Frances has previously held positions at SA Stone Wealth Management Inc., WRP INVESTMENTS, INC., FFP SECURITIES, INC., FIRST PACIFIC CAPITAL CORPORATION, SOUTHMARK FINANCIAL SERVICES, INC. and WADDELL & REED, INC. Frances is committed to providing personalized financial advice and guidance to help individuals and families 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.
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
IN
08/01/2022 - Present
Packerland Brokerage Services, Inc. (Indianapolis IN)
IN
09/12/2014 - 08/02/2022
SA STONE WEALTH MANAGEMENT INC. (INDIANAPOLIS IN)
IN
07/30/2003 - 09/12/2014
WRP INVESTMENTS, INC. (INDIANAPOLIS IN)
MO
09/26/1990 - 07/30/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
05/15/1989 - 10/04/1990
FIRST PACIFIC CAPITAL CORPORATION
NA
10/07/1988 - 05/20/1989
SOUTHMARK FINANCIAL SERVICES, INC.
KS
10/14/1986 - 10/24/1988
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 10/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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