Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Thomas Symington is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Toledo, OH. Clay Thomas Symington is a registered representative (Series 7, Series 66, and Series 63) and an investment advisor representative (Series 65). Clay Thomas Symington has over 2 years of experience in the financial services industry. Prior to joining Raymond James, Clay Thomas Symington worked at CUNA BROKERAGE SERVICES, INC. and THRIVENT INVESTMENT MANAGEMENT INC.. Clay Thomas Symington specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. Clay Thomas Symington's mission is to help clients achieve their financial goals. Clay Thomas Symington is committed to providing personalized service and building long-term relationships with clients.
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
01/24/2025 - Present
Raymond James Financial Services Advisors, Inc. (Toledo OH)
OH
01/11/2022 - 04/18/2022
CUNA BROKERAGE SERVICES, INC. (Maumee OH)
IN
08/05/2020 - 10/08/2020
THRIVENT INVESTMENT MANAGEMENT INC. (Carmel IN)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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