Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Richard Clark is a financial advisor with over 30 years of experience in the industry. John has a strong track record of providing financial planning and investment management services to individuals, high-net-worth individuals, and charitable organizations. John is also a Certified Financial Planner™ and holds the Series 63, 65, 7, 10, 9, 23, and SIE licenses. John currently works with Waypoints Financial, and has also worked with WFG Investments, Inc., Cambridge Investment Research, Inc., Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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
FL
09/05/2017 - Present
Waypoints Financial (SEBRING FL)
FL
07/01/2011 - 03/31/2017
WFG INVESTMENTS, INC. (SEBRING FL)
FL
03/02/2009 - 07/22/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (SEBRING FL)
FL
01/01/2008 - 03/03/2009
WACHOVIA SECURITIES, LLC (SEBRING FL)
FL
08/24/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEBRING FL)
NY
06/05/1991 - 08/28/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2009
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 01/25/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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