Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Peter Hessel is an investment advisor representative at Alera Investment Advisors, LLC, with over 29 years of experience in the financial services industry. Clay has a broad range of experience, specializing in financial planning, retirement planning, and investment management. Clay is registered to provide advisory services in 40 states and holds Series 6, 7, 63, and 65 licenses. In addition to his role at Alera Investment Advisors, LLC, Clay is also a registered representative with Triad Advisors, Inc.
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
IL
04/19/2018 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
11/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
02/16/1995 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
IA
Issued 01/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Clay Hessel is the right advisor for you? Invested Better is here to help.
