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 advisor with M Holdings Securities, Inc. Michael has been in the securities industry since September 13, 1977. Michael is a Certified Financial Planner and holds a Series 7, Series 24, and Series 63. Michael is registered in 15 states and the District of Columbia. Michael is also registered as an investment advisor in 13 states.
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.
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
IL
02/02/2023 - Present
M Holdings Securities, Inc. (NORTHFIELD IL)
MA
10/13/1994 - 04/03/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NJ
02/09/1982 - 12/19/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/21/1972 - 12/19/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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