Unclaimed
Clay Bebermeyer is a financial professional with Northwestern Mutual Investment Services, LLC based in Oklahoma City, OK. Clay holds Series 6 and Series 63 licenses. Clay has been in the financial industry since January 2019. Clay previously worked with PFS INVESTMENTS INC. in Jet, OK. Clay’s current registrations include Oklahoma and Kansas. Clay is registered with FINRA.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
OK
02/20/2019 - Present
Northwestern Mutual Investment Services, LLC (OKLAHOMA CITY OK)
OK
01/01/2019 - 01/25/2019
PFS INVESTMENTS INC. (JET OK)
BC
Issued 06/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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