Stephen Clarke
Retirement, Insurance and Investment Consulting Specialist at Independent Financial Consultant- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Los Angeles Metropolitan Area
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Independent Financial Consultant
-
Financial Services
-
100 - 200 Employee
-
Retirement, Insurance and Investment Consulting Specialist
-
Mar 2019 - Present
-
-
-
Merrill Lynch
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Advisor & Wealth Manager
-
Nov 2017 - Mar 2019
-
-
-
Grande Vista Assisted Living Project
-
Newbury Park, CA
-
Managing General Partner/Principal
-
Mar 2013 - Jun 2015
-
-
-
1717 Capital Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor & Investment Manager
-
Jun 2000 - Nov 2006
-
-
-
Northwestern Mutual & Robert W. Baird & Co.
-
Greater Southern California Regional Complex
-
Branch Manager & Investment Specialist
-
Sep 1990 - Nov 1999
-
-
-
Circle Planning, Inc.
-
Greater New York City Area
-
Managing Partner
-
Jan 1985 - Sep 1990
-
-
Education
-
1979 - 1981
University of Miami
Bachelor of Science - BS, Biology, General -
1976 - 1980
University of Chicago
Biology/Biological Sciences, General -
1969 - 1976
Horace Mann School
High School Diploma, Liberal Arts and Sciences/Liberal Studies -
The Walden School
Community
You need to have a working account to view this content.
Click here to join now
