Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Michael Clark is a financial advisor who has been in the industry since June 2008. Philip is a partner at Plante & Moran PLLC and also works as a financial advisor at Plante Moran Financial Advisors. Philip Clark is licensed to provide investment advice in Michigan, Ohio and Texas. Philip has a Series 65 license and is a Certified Financial Planner.
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.
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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MI
01/04/2024 - Present
Plante Moran Financial Advisors (Portage MI)
IA
Issued 02/11/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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