Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Campbell is a Registered Representative and Investment Advisor Representative associated with Planmember Securities Corp. with over 6 years of experience in the financial industry. Clay has a Series 6, Series 63, Series 65 and SIE licenses. Clay holds a current registration with Texas for both Broker-Dealer and Investment Advisor activities. Clay also holds registrations in Alabama, Arkansas, Florida, Iowa, Maryland, Virginia. Clay offers portfolio management, financial planning, educational seminars, and other advisory services to clients.
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.
Provides investment supervisory services
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.
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CA
01/25/2021 - Present
Planmember Securities Corp. (CARPINTERIA CA)
IA
Issued 01/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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