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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Jackson Clarke is a financial advisor with Cetera Investment Advisers LLC. Todd has been in the financial services industry for 24 years. He is a Registered Investment Advisor (IA) in Arizona and Texas. Todd also holds the Series 6, 7, 24, 26 and 63 licenses. Todd previously worked with OneAmerica Securities, Inc., CRI Securities, LLC, Securian Financial Services, Inc., MSI Financial Services, Inc., Northwestern Mutual Investment Services, LLC, Beneficial Investment Services, Inc., Equity Services, Inc., World Group Securities, Inc., and WMA Securities, Inc. Todd provides financial planning services to individuals, businesses, pension and profit-sharing plans, corporations, charitable organizations, high-net-worth individuals, and state or municipal government entities.
QUEEN CREEK, AZ
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (QUEEN CREEK AZ)
AZ
03/01/2017 - 02/15/2023
ONEAMERICA SECURITIES, INC. (Gilbert AZ)
AZ
07/20/2016 - 02/20/2017
CRI SECURITIES, LLC (PHOENIX AZ)
AZ
07/20/2016 - 02/20/2017
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
CA
07/19/2010 - 07/06/2016
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
10/09/2009 - 07/13/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RIVERSIDE CA)
CA
07/23/2007 - 09/04/2009
BENEFICIAL INVESTMENT SERVICES, INC. (CORONA CA)
CA
11/01/2006 - 08/10/2007
EQUITY SERVICES, INC. (TEMECULA CA)
UT
04/12/2002 - 09/07/2006
WORLD GROUP SECURITIES, INC. (SO. JORDAN UT)
GA
03/05/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 6/9/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/9/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 2/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 3/4/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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