Unclaimed
Tiffany Elizabeth Clark is a registered representative and investment advisor representative with Fidelity Personal AND Workplace Advisors. Tiffany has been in the financial services industry since 2004 and has a broad range of experience, including working for TD Ameritrade, Scottrade, and Robinhood. She has a deep understanding of the financial markets and a commitment to providing clients with personalized advice and guidance. Tiffany is dedicated to helping clients reach their financial goals.
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.
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.
1
2
UT
10/18/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
NC
05/17/2021 - 05/09/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NE
01/31/2018 - 12/31/2020
TD AMERITRADE, INC. (OMAHA NE)
MO
04/14/2015 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
OR
08/04/2014 - 11/25/2014
WADDELL & REED (EUGENE OR)
OR
08/21/2013 - 07/11/2014
CUSO FINANCIAL SERVICES, L.P. (SPRINGFIELD OR)
OR
06/01/2009 - 09/04/2013
MORGAN STANLEY (EUGENE OR)
OR
11/17/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EUGENE OR)
FL
10/18/2004 - 11/23/2004
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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