Unclaimed
Clay Wesley Nickel is a financial advisor at Arvest Wealth Management. Clay has been working in the financial services industry since 2004. Clay is registered with the state of Kansas as well as with the state of Arkansas, Missouri, and Oklahoma. Clay has earned the Series 66, Series 7 and Series 24 licenses. Clay is currently employed by Arvest Wealth Management and Arvest Bank's Trust Department.
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
KS
02/20/2019 - Present
Arvest Wealth Management (OVERLAND PARK KS)
MO
09/27/2004 - 01/04/2005
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
FL
02/24/2000 - 12/11/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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