Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Clark is a registered investment advisor with over 20 years of experience in the financial services industry. John is a registered representative of Santander Securities LLC, where he is licensed to provide investment advice and sell securities. John has previously held positions at Commonwealth Financial Network and CCO Investment Services Corp. John has a wide range of experience in the financial services industry, and is committed to providing personalized financial planning and investment advice to individuals, corporations, and other organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
04/25/2024 - Present
Santander Securities LLC (Boston MA)
MA
04/10/2006 - 09/28/2015
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
RI
02/28/2002 - 01/13/2006
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
OH
10/19/2005 - 12/02/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
MA
08/13/2001 - 02/22/2002
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
IA
Issued 10/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/31/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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