Unclaimed
Clay Parris is a financial advisor registered with Edward Jones in Athens, Alabama. Clay Parris is also registered with the state of Georgia. Clay Parris has been in the financial services industry for 6 years. Clay Parris is a graduate of Lee University and has a history of working in the customer service and financial services industry. Clay Parris specializes in offering investment advice to individuals, families, and small businesses.
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.
See schedule d - miscellaneous
1
2
AL
06/11/2024 - Present
Edward Jones (ATHENS AL)
BOTH
Issued 06/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Clay Parris is the right advisor for you? Invested Better is here to help.