Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Jacob Clark is a financial advisor with Cambridge Investment Research Advisors, Inc. Frank Jacob Clark has been a registered representative for over 20 years, having begun his career at Dean Witter Reynolds Inc. in 1993. Frank Jacob Clark is also a registered investment advisor representative. Frank Jacob Clark has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Frank Jacob Clark provides financial planning, investment management, and retirement planning services. Frank Jacob Clark is licensed to sell securities in Alabama and Florida.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
08/21/2006 - Present
Cambridge Investment Research Advisors, Inc. (Panama City Beach FL)
FL
07/29/1999 - 09/08/2006
CHARLES SCHWAB & CO., INC. (DESTIN FL)
MN
11/25/1997 - 04/07/1998
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
FL
05/22/1996 - 11/24/1997
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
FL
08/08/1994 - 05/28/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
01/25/1994 - 08/23/1994
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
01/20/1993 - 12/10/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
05/26/1992 - 12/01/1992
ADDISON FINANCIAL SERVICES, INC. (PALM HARBOR FL)
BOTH
Issued 06/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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