Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Alexander Nash is a financial advisor with Equity Services, Inc. located in Roanoke, VA. Clayton has been in the financial industry since April 2016. Clayton has worked for several financial institutions, including MSI Financial Services, Inc., Commonwealth Financial Network, and Allstate Nash-Kincheloe & Associates. Clayton holds Series 6, 7, 63, and 65 licenses. Clayton also offers financial planning and investment advice. Clayton is registered to provide investment advice in Virginia, Hawaii, Ohio, and North Carolina.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
04/17/2019 - Present
Equity Services, Inc. (ROANOKE VA)
VA
03/03/2017 - 01/03/2019
COMMONWEALTH FINANCIAL NETWORK (Roanoke VA)
VA
01/11/2016 - 03/03/2017
MSI FINANCIAL SERVICES, INC. (ROANOKE VA)
IA
Issued 09/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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