Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Wilson Buttrey is a financial advisor at Robert W. Baird & Co. Inc. Clay is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial industry. Clay has a strong track record of success in providing personalized financial advice to individuals, families, and businesses. Clay specializes in providing financial planning, portfolio management, and investment management services to a wide range of clients. Clay is committed to helping clients achieve their financial goals through a comprehensive and collaborative approach.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TN
09/04/2020 - Present
Robert W. Baird & Co. Inc. (Franklin TN)
TN
06/01/2009 - 09/09/2020
MORGAN STANLEY (COLUMBIA TN)
TN
11/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRANKLIN TN)
TN
09/16/1999 - 11/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA TN)
BOTH
Issued 10/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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