Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Clark is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Akron, OH. Thomas has been in the financial industry since 1977 and has a broad range of experience working with clients. Thomas holds various certifications, including Certified Financial Planner. Thomas's areas of expertise include retirement planning, investment management, and estate planning.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
09/03/2020 - Present
Wells Fargo Advisors Financial Network, LLC (AKRON OH)
OH
09/04/1990 - 09/03/2020
WELLS FARGO CLEARING SERVICES, LLC (AKRON OH)
NA
01/14/1981 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
09/26/1978 - 03/10/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 01/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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