Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Jacob Plaugher is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Lima, OH. Clay is a seasoned professional with over 10 years of experience in the financial services industry. Clay's focus areas include financial planning, portfolio management, and pension consulting. Clay's experience includes working with various types of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Clay specializes in providing comprehensive financial solutions to help clients reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
09/25/2017 - Present
Raymond James Financial Services Advisors, Inc. (LIMA OH)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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