Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven William Clark is an Investment Advisor Representative at Bison Advisors. Clark has been a registered investment advisor for over 20 years and has experience with a variety of financial institutions. Prior to joining Bison Advisors, Clark was a Financial Advisor at Wells Fargo Advisors Financial Network, LLC, where he worked for over seven years. Clark holds Series 7, 63, and 66 securities licenses and is also a Registered Investment Advisor. Clark provides a wide range of financial planning services 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.
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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GA
08/03/2021 - Present
Bison Advisors (Atlanta GA)
GA
06/19/2023 - 05/20/2024
METRIC FINANCIAL, LLC (ATLANTA GA)
GA
04/10/2014 - 08/10/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ATLANTA GA)
GA
11/12/2004 - 04/21/2014
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
NY
05/30/2003 - 11/23/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
GA
11/15/2001 - 05/09/2002
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
OH
02/05/1997 - 05/18/1998
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
IA
Issued 09/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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