Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claude? Claim Your ProfileClaude J. Wilson is a registered representative with Cetera Investment Advisers LLC. Claude has been in the financial services industry for over 5 years and has worked with several financial institutions. Claude's career in financial services began with Edward Jones, and Claude has held positions with JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Sanctuary Wealth, and Commerce Brokerage Services Inc. Claude's career experience also includes positions with Quest Diagnostics, Midamerica Nazarene University, and Parkland College. Claude holds Series 7TO, Series 66, and SIE licenses and has expertise in several areas.
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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2
IL
05/19/2023 - Present
Cetera Investment Advisers LLC (TUSCOLA IL)
MO
05/03/2022 - 05/09/2023
COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IL
03/16/2021 - 04/14/2022
SANCTUARY SECURITIES, INC. (Champaign IL)
IL
01/07/2020 - 03/04/2021
J.P. MORGAN SECURITIES LLC (CHAMPAIGN IL)
IL
01/28/2019 - 10/01/2019
EDWARD JONES (CHAMPAIGN IL)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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