Unclaimed
Samantha Clark is a financial professional with over 20 years of experience in the industry. Samantha is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC, with offices in Syosset, New York and Hauppauge, New York. Samantha previously held positions at Park Avenue Securities LLC, Guardian Life Insurance Company, and MassMutual Life Insurance Co. Samantha holds Series 6, 7, 24 and 63 licenses. Samantha specializes in providing financial advice and services to individuals, corporations, pension plans, 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
01/26/2023 - Present
MML Investors Services, LLC (SYOSSET NY)
NY
08/12/2002 - 09/17/2019
PARK AVENUE SECURITIES LLC (GARDEN CITY NY)
BC
Issued 11/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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