Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Edward Hartman is an investment advisor representative at Captrust. Clay has been in the industry for over 20 years. Clay has been registered as an investment advisor in Kansas, Missouri, and Texas. Clay has passed the Series 7, Series 24, Series 65, and Series 66 exams. Clay has experience working with corporations or other businesses, individuals other than high net worth, high net worth individuals, charitable organizations, insurance companies, pension and profit sharing plans, and state or municipal government entities. Clay has specializations in Retirement planning, College savings plans, Estate planning, Business succession planning, Insurance and Annuities, Mutual Funds, and Fixed Income.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
02/06/2023 - Present
Captrust (Leawood KS)
NJ
07/25/2000 - 06/29/2001
FREEDOM INVESTMENTS, INC. (EDISON NJ)
CA
02/01/2000 - 05/10/2000
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
FL
01/04/1999 - 10/08/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/10/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 09/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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