Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you W? Claim Your ProfileW. GeroULD Clark is a financial advisor with over 40 years of experience in the industry. Clark is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in South Carolina, New Jersey, and Texas. Clark previously worked at JOHN HANCOCK DISTRIBUTORS, INC. Clark has passed the Series 6, 7, 31, and 63 exams as well as the Securities Industry Essentials and Uniform Investment Adviser Law Examinations. Clark specializes in offering investment advisory services and manages assets for individuals, businesses, and charitable organizations. Clark is also involved with family business and real estate ventures.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
SC
03/26/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEAUFORT SC)
NA
05/26/1983 - 07/15/1985
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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