Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Thomas Clark is an investment advisor representative with Plan Confidence Corp. Kevin has been in the financial services industry since 1997 and has experience with both brokerage and investment advisory services. Kevin has a Series 6 and Series 63 licenses. Kevin is currently registered in Florida and Texas. Kevin's firm is registered as an Investment Advisor. Plan Confidence Corp. is located in Sarasota, FL.
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.
Personalized portfolio management to meet individual financial objectives.
Non discretionary advice (3)(21)(a)ii
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
03/08/2018 - Present
Plan Confidence Corp. (SARASOTA FL)
IL
03/31/2005 - 10/24/2017
NEXT FINANCIAL GROUP, INC. (OAKBROOK TERRACE IL)
NY
09/14/2000 - 04/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
11/24/1997 - 09/07/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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