Unclaimed
Michele Clark is an Investment Advisor Representative with Acropolis Investment Management, LLC. Michele Clark has been in the securities industry since 1993. Michele Clark has passed the Series 6, Series 7, Series 63, and Series 65 exams. Michele Clark is registered with the state of Missouri. Michele Clark is a Certified Financial Planner. Michele Clark has experience with clients including individuals, corporations, and charitable organizations.
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.
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
MO
05/02/2019 - Present
Acropolis Investment Management, LLC (ST. LOUIS MO)
MO
11/29/1996 - 08/26/2008
CHARLES SCHWAB & CO., INC. (CHESTERFIELD MO)
MO
01/12/1995 - 11/15/1996
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
03/08/1994 - 12/16/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MO
02/08/1993 - 01/13/1994
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IA
Issued 07/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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