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Clay Jackson Yeo

FBL Marketing Services, LLC

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About Clay Jackson Yeo

Clay Yeo is a registered representative with FBL Marketing Services, LLC, a firm based in NOBLESVILLE, Indiana. Clay Yeo has been in the industry since June 24, 2017. Clay Yeo holds a Series 63, SIE and Series 6 licenses. Clay Yeo is registered in Indiana. Clay Yeo was previously registered with PRUCO SECURITIES, LLC. in INDIANAPOLIS, Indiana.

Firm Information

Clay Yeo is currently registered with FBL Marketing Services, LLC. FBL Marketing Services, LLC is a Limited Liability Company formed on August 15, 2012. They are registered in 44 states and hold one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,069

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Clay Yeo’s Registration & Firm History

IN

04/16/2018 - Present

FBL Marketing Services, LLC (NOBLESVILLE IN)

IN

05/17/2017 - 03/07/2018

PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 06/08/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clay Jackson Yeo.
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