Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dennis Clark is a financial advisor with over 30 years of experience in the industry. William Clark is currently registered with Creative Financial Designs, Inc., where he has been employed since June 2003. Previously, William Clark worked with Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. William Clark is also a registered representative with FINRA and is licensed to sell securities in several states. William Clark holds Series 6, 63, and 65 securities licenses, as well as the SIE exam. William Clark has a strong focus on financial planning and portfolio management, and he provides investment advice to individuals, families, and businesses. William Clark also offers educational seminars on financial topics.
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.
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
IN
06/20/2003 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
AZ
11/19/1989 - 06/11/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/18/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
CO
01/24/1986 - 10/07/1989
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
MO
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
MO
03/31/1987 - 12/23/1988
MORISON SECURITIES, INC. (KANSAS CITY MO)
BC
Issued 12/21/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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