Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Clark is a financial professional with over 25 years of experience in the industry. Katie currently works with TLG Advisors, Inc., a firm with over $1 billion to $10 billion in assets under management. Katie has a wide range of experience and offers a variety of services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Placement of institutional funds
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.
1
2
NY
01/26/2024 - Present
TLG Advisors, Inc. (ELMIRA NY)
NY
09/28/2011 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (ELMIRA NY)
VA
06/01/2009 - 06/10/2011
MORGAN STANLEY SMITH BARNEY (MCLEAN VA)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
01/04/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
10/13/2000 - 01/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/26/1997 - 10/27/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Katie Clark is the right advisor for you? Invested Better is here to help.
