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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Percy? Claim Your ProfilePercy Hamilton Clark IV is a financial advisor with Morgan Stanley, a leading global financial services firm. Percy has over 10 years of experience in the financial industry, having previously worked at Sanders Morris Harris LLC and Edelman Financial Services, LLC. Percy's professional experience spans across multiple roles, including investment advisor representative, and financial advisor. Percy holds a Series 7, Series 66, and SIE license, demonstrating their strong understanding of the financial markets and regulatory landscape. Percy has a strong track record of success in helping clients reach their financial goals. Percy is registered with the Securities and Exchange Commission and is also licensed to provide investment advice in multiple 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
04/15/2020 - Present
Morgan Stanley (Washington DC)
VA
11/17/2014 - 04/12/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
DC
09/14/2011 - 11/17/2014
MORGAN STANLEY (WASHINGTON DC)
BOTH
Issued 03/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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