Unclaimed
Jade Andrew Clark is a securities professional with over 15 years of experience in the financial services industry. Jade has a broad range of experience working with various clients and has held positions at several firms including Arete Wealth Management, LLC, Gladstone Securities, LLC, Griffin Capital Securities, LLC, Walton Securities, Inc., and MetLife Securities Inc. Jade is currently registered with Preferred Capital Securities, LLC and holds Series 7 and 63 securities licenses.
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.
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.
1
2
GA
06/06/2023 - Present
Preferred Capital Securities, LLC (ATLANTA GA)
IL
01/20/2023 - 05/26/2023
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
VA
07/30/2021 - 01/13/2023
GLADSTONE SECURITIES, LLC (MCLEAN VA)
AZ
05/19/2015 - 05/19/2021
GRIFFIN CAPITAL SECURITIES, LLC (Phoenix AZ)
AZ
02/22/2010 - 05/01/2015
WALTON SECURITIES, INC. (SCOTTSDALE AZ)
AZ
05/01/2008 - 12/05/2009
METLIFE SECURITIES INC. (TEMPE AZ)
BC
Issued 06/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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