Unclaimed
Jeffrey Clark is a financial professional with over 20 years of experience in the financial industry. Jeffrey is currently registered with Park Avenue Securities LLC and has been with them since June 2003. Jeffrey has a broad range of experience and can provide financial planning, portfolio management and selection of other advisers. Jeffrey is registered to provide investment advice in Arizona, California, District of Columbia, Florida, Idaho, Maine, Maryland, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
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
04/28/2004 - Present
Park Avenue Securities LLC (RESTON VA)
BOTH
Issued 09/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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