Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Anderson is a financial advisor with Fidelity Personal And Workplace Advisors. Clayton has been in the financial industry since 2019 and is registered with FINRA and the state of California. Clayton holds Series 7, 10, 9, and 66 securities licenses and is a licensed investment advisor in Colorado and Texas. Clayton's experience and expertise in the financial services industry make Clayton a valuable resource for clients looking for financial advice. Clayton provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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CA
10/07/2024 - Present
Fidelity Personal AND Workplace Advisors (FOLSOM CA)
CO
01/29/2019 - 01/24/2020
AXA ADVISORS, LLC (LAKEWOOD CO)
BOTH
Issued 04/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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