Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerrold? Claim Your ProfileJerrold Gavin Clarke is a financial advisor with over 25 years of experience in the industry. Jerrold Clarke has held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc. and Olde Discount Corporation. Jerrold Clarke currently works at Wells Fargo Clearing Services, LLC and is registered to offer securities in 13 states. He specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and portfolio management for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
CA
09/26/2016 - Present
Wells Fargo Clearing Services, LLC (NEWPORT BEACH CA)
CA
10/12/2007 - 09/28/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
02/12/1998 - 10/29/2007
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
MI
08/27/1996 - 01/22/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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