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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 Patrick Clarke is a registered Investment Advisor Representative with Orion Portfolio Solutions, LLC. Todd Patrick Clarke is also registered as an Investment Advisor Representative in Texas. Prior to joining Orion Portfolio Solutions, LLC, Todd Patrick Clarke was associated with NORTHERN LIGHTS DISTRIBUTORS, LLC, ORBITEX FUNDS DISTRIBUTOR, INC., SECURITIES AMERICA, INC., and ROYAL ALLIANCE ASSOCIATES, INC. Todd Patrick Clarke has passed the Series 63, Series 65, Series 7 and SIE exams. Todd Patrick Clarke holds specializations in Asset Allocation, Retirement Planning, Mutual Funds & Exchange-Traded Funds (ETFs), College Savings Plans, and Tax Planning & Management.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NE
02/28/2013 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
NE
10/16/2003 - 07/06/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
CT
07/09/1997 - 11/05/2003
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
NE
03/13/1995 - 06/02/1997
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
01/25/1993 - 03/16/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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