Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Dennis Cuthbertson is an investment advisor representative with Cetera Investment Advisers LLC. Clay has been in the securities industry for over 27 years. Clay has held multiple licenses throughout his career. His previous affiliations include U.S. BANCORP INVESTMENTS, INC., FIRSTAR INVESTMENT SERVICES,INC., MERCANTILE INVESTMENT SERVICES, INC., SECURITIES AMERICA, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and NYLIFE SECURITIES INC. Clay is currently registered in Florida, Georgia, Illinois, Missouri, Nevada, North Carolina, and Virginia. Clay specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (QUINCY IL)
MO
12/01/2001 - 11/23/2011
U.S. BANCORP INVESTMENTS, INC. (BOWLING GREEN MO)
NJ
01/03/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
04/19/1999 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NE
09/24/1998 - 04/19/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
09/30/1996 - 07/08/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/30/1996 - 07/08/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/28/1996 - 07/08/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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