Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Allen Clark is a financial advisor with over 30 years of experience in the industry. Steven is currently registered with LPL Financial LLC and has previously held positions at MML Investors Services, LLC, Iron Street Securities Inc., American Heartland Investments Inc. and Tradestar Investments, Inc. Steven offers a range of financial services including portfolio management for individuals and businesses, financial planning and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
08/30/2021 - Present
LPL Financial LLC (AMARILLO TX)
TX
08/09/2002 - 09/01/2021
MML INVESTORS SERVICES, LLC (Amarillo TX)
KS
01/03/2000 - 08/14/2002
IRON STREET SECURITIES INC. (SALINA KS)
KS
07/21/1995 - 01/03/2000
AMERICAN HEARTLAND INVESTMENTS INC. (SALINA KS)
TX
04/07/1994 - 06/06/1995
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
KS
10/30/1992 - 06/15/1994
AMERICAN HEARTLAND INVESTMENTS INC. (SALINA KS)
IN
08/24/1992 - 10/05/1992
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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