Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Amber Clark is a financial advisor with LPL Financial LLC in Fort Mill, South Carolina. Melissa has been in the financial services industry since 2019. Melissa has a strong track record of providing personalized financial advice to her clients. She is committed to helping her clients reach their financial goals. Melissa is also a registered investment advisor and holds the Series 65, Series 63, Series 10, Series 9, Series 6TO, Series 82TO, Series 99TO, Series 22TO, SIE and Series 7TO licenses. Melissa is a member of the LPL Financial team, one of the largest independent broker-dealers in the United States. LPL Financial provides a wide range of financial products and services to individuals, families, and businesses. Melissa is committed to providing her clients with the highest level of service and support.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
08/27/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
11/23/2021 - 09/30/2022
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
SC
07/14/2021 - 11/04/2021
LPL FINANCIAL LLC (FORT MILL SC)
VA
06/06/2019 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)
IA
Issued 08/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Clark is the right advisor for you? Invested Better is here to help.
