Unclaimed
Len Clapp is an investment advisor representative and registered with Equity Services, Inc. Len has been a registered representative since 1994 and holds both Series 6 and Series 63 licenses. Len is also licensed as an investment advisor in the state of Michigan. Len has been with Equity Services, Inc. since 2010. In addition to his work as an investment advisor, Len also holds licenses as an insurance agent and sells life, disability, health, long-term care, and Medicare supplemental insurance. Len is committed to providing his clients with the highest level of service and expertise.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
08/26/2010 - Present
Equity Services, Inc. (NORTHVILLE MI)
KS
05/12/1994 - 03/11/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 07/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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