Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clark is a financial advisor with Seacrest Wealth Management, LLC based in Cumberland Foreside, ME. Robert has over 20 years of experience in the financial services industry. Prior to joining Seacrest Wealth Management, LLC, Robert worked at Oppenheimer & Co. Inc. Robert provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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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ME
11/04/2015 - Present
Seacrest Wealth Management, LLC (Cumberland Foreside ME)
NY
01/03/2003 - 10/16/2015
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/22/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/01/2000 - 08/22/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
09/24/1998 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
MO
04/21/1995 - 09/10/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/11/1992 - 05/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/04/1988 - 06/01/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/19/1978 - 04/19/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
01/01/1972 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
BC
Issued 06/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1977
PC - AMEX Put and Call Exam
BC
Issued 12/16/1971
Series 1 - Registered Representative Examination
Active
Inactive
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