Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Matthew Clark is an Investment Advisor Representative with Fisher Investments. Stephen is registered with the state of Texas. Stephen Clark has been in the securities industry since August 2011. Stephen Clark has passed the Series 63, Series 65, and Series 6 exams. Stephen Clark was previously employed by Signator Investors, Inc. in Dallas, Texas.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
1
2
TX
10/18/2017 - Present
Fisher Investments (PLANO TX)
TX
08/25/2011 - 10/16/2017
SIGNATOR INVESTORS, INC. (DALLAS TX)
IA
Issued 08/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Stephen Clark is the right advisor for you? Invested Better is here to help.
