Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Clark is a financial professional with over 25 years of experience in the financial services industry. Michael has a wide range of experience in financial planning, retirement planning, and investment management. Michael is also a Certified Financial Planner and is registered with West Wealth Group, LLC. Michael has held previous positions with Securities America, Inc., SunAmerica Securities, Inc., and John Hancock Distributors, Inc.. Michael is committed to providing personalized financial advice and services to help 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.
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.
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2
CA
10/05/2021 - Present
West Wealth Group, LLC (IRVINE CA)
CA
02/18/1998 - 07/17/2017
SECURITIES AMERICA, INC. (INDIAN WELLS CA)
AZ
01/20/1996 - 01/21/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
09/08/1993 - 06/29/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/08/1993 - 06/29/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 06/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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