Unclaimed
Clay Harry Eschrich is a registered representative with Madison Avenue Securities, LLC and has been in the industry since February 1996. Clay is a licensed investment advisor with the firm and has experience in financial planning, pension consulting, and portfolio management for businesses and individuals. Clay has held previous roles with Allianz Life Financial Services, LLC, Questar Capital Corporation, USAllianz Securities, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America. Clay specializes in providing investment advice and strategies to individuals and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
02/07/2020 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
MN
08/31/2010 - 04/11/2018
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
01/28/2008 - 09/03/2010
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
09/23/2002 - 02/14/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NJ
11/14/1990 - 03/15/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/14/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 11/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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