Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Clark is a financial advisor at Raymond James Financial Services Advisors, Inc. Sheldon has over 30 years of experience in the financial services industry and holds several licenses and designations, including Series 7, 9, 10, 24, 63, and 65, and is also a Certified Financial Planner. Sheldon has been registered with the Securities and Exchange Commission (SEC) since 2009 and has been actively involved in the financial services industry since 1991. Sheldon has worked with various financial institutions in the past and has experience in various aspects of financial services, including investment advising, financial planning, and portfolio management. Sheldon provides a wide range of financial services, including financial planning, portfolio management, and investment advice to individuals, families, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/02/2010 - Present
Raymond James Financial Services Advisors, Inc. (CLEARWATER FL)
FL
08/17/2004 - 08/27/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
NY
07/16/2003 - 08/27/2004
QUICK & REILLY, INC. (NEW YORK NY)
FL
02/10/2000 - 07/18/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
04/09/1991 - 10/06/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/22/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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