Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gordon Clark is a financial advisor with over 30 years of experience in the financial services industry. Matthew is currently registered with Principal Securities, Inc. and is a Registered Representative and Investment Advisor Representative. Matthew Clark is a Chartered Financial Consultant and holds the Series 6, 7, and 63 licenses. Matthew has been with Principal Securities, Inc. since 2016. Previous firms Matthew has been registered with include: Princor Financial Services Corporation, National Planning Corporation, The Great-West Life Assurance Company, Morison Securities, Inc., and B.C. Christopher Securities Co. Matthew has a strong track record of providing personalized financial advice to individuals, families, and businesses. Matthew is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OH
05/20/2021 - Present
Principal Securities, Inc. (Dublin OH)
IA
09/15/1999 - 12/31/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CA
11/17/1995 - 04/26/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CO
05/03/1991 - 11/06/1995
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CO
01/27/1986 - 01/20/1990
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NA
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO.
NA
12/12/1986 - 12/23/1988
MORISON SECURITIES, INC.
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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