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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 Paul Clarke is a financial advisor with over 30 years of experience in the industry. Jeffrey Clarke is currently registered with LPL Financial LLC and has previously worked for Ameriprise Financial Services, LLC, Principal Securities, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., VOYA Financial Advisors, Inc., New England Securities, NYLIFE Securities Inc., and PRUCO Securities Corporation. Jeffrey Clarke is also a registered representative of the Financial Industry Regulatory Authority (FINRA) and has a Series 6, 7, 26, and 63 license. Jeffrey Clarke specializes in providing financial planning and investment advice to individuals, families, and businesses. He is also a certified financial planner (CFP®) and a chartered financial consultant (ChFC®). Jeffrey Clarke is committed to helping clients achieve their financial goals and is dedicated to providing personalized and comprehensive financial services.
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.
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2
SC
08/07/2024 - Present
LPL Financial LLC (NORTH MYRTLE BEACH SC)
SC
11/22/2021 - 08/06/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Myrtle Beach SC)
SC
10/16/2018 - 11/30/2021
PRINCIPAL SECURITIES, INC. (Myrtle Beach SC)
SC
03/25/2017 - 10/16/2018
MML INVESTORS SERVICES, LLC (Myrtle Beach SC)
SC
09/09/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Myrtle Beach SC)
SC
02/03/2010 - 09/08/2016
VOYA FINANCIAL ADVISORS, INC. (MURRELLS INLET SC)
SC
04/03/2002 - 02/08/2010
NEW ENGLAND SECURITIES (MURRELLS INLET SC)
NY
05/19/2000 - 04/18/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
11/22/1985 - 06/22/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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