Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jade? Claim Your ProfileJade Whitney Clark is a financial professional with over 3 years of experience in the industry. Jade is registered with Cetera Investment Advisers LLC and holds a Series 7TO, Series 63, and Series 65 license. Jade is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to providing personalized financial advice to individuals and families. Jade has a strong understanding of investment strategies and financial planning, and is dedicated to helping clients achieve their financial goals. Jade is a highly motivated and results-oriented individual with a passion for helping clients reach 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.
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.
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2
CT
08/14/2024 - Present
Cetera Investment Advisers LLC (GUILFORD CT)
CT
03/15/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Guilford CT)
FL
07/29/2019 - 03/05/2020
AXA ADVISORS, LLC (TAMPA FL)
IA
Issued 7/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 6/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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