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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Date Clark is a financial advisor with Raymond James Financial Services Advisors, Inc. Michael Clark has been in the industry since March 18, 2008, and holds licenses for Series 66, 10, 9, SIE, and 7. Michael Date Clark is a Certified Financial Planner. Michael Clark specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Michael Clark has been registered with Raymond James Financial Services Advisors, Inc. since February 2011.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (ORLANDO FL)
FL
03/19/2008 - 02/04/2011
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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