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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brian Clark is a financial advisor with over 35 years of experience in the industry. Jeffrey is a Registered Representative and Investment Advisor Representative of LPL Financial LLC. Jeffrey has held licenses in multiple states and has passed various examinations including the Series 7, 6, 22, 24, 63 and 65. Jeffrey is a Certified Financial Planner and has specialized in a variety of investment products and services including financial planning, retirement planning, investment management, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
06/19/2019 - Present
LPL Financial LLC (TRINITY FL)
DE
11/05/1998 - 02/12/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
06/22/1994 - 11/02/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
03/19/1992 - 06/21/1994
USLIFE EQUITY SALES CORP. (NEW YORK NY)
CT
12/11/1986 - 12/05/1991
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
07/09/1986 - 01/09/1987
EQUICO SECURITIES, INC.
NA
07/09/1986 - 01/05/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 03/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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