Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Garner Prosise is a financial advisor with over 20 years of experience in the industry. Clay is currently registered with Osaic Wealth, Inc. in Anchorage, AK. Clay is also registered in 32 states and holds a variety of licenses including Series 6, 7, 24, 63, and 65. Clay also holds the Chartered Financial Consultant designation. Prior to joining Osaic Wealth, Inc., Clay worked at AIG Retirement Advisors, Inc. in Anchorage, AK and The Variable Annuity Marketing Company in Houston, TX. Clay provides a wide range of services including financial planning, portfolio management, and pension consulting.
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.
1
2
AK
01/24/2025 - Present
Osaic Wealth, Inc. (ANCHORAGE AK)
AK
03/03/2000 - 06/09/2008
AIG RETIREMENT ADVISORS, INC. (ANCHORAGE AK)
TX
03/03/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IN
01/08/1998 - 03/11/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Clay Prosise is the right advisor for you? Invested Better is here to help.
