Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Fillian is an investment advisor representative with Verity Asset Management. Clayton has been in the financial services industry since 2011. Clayton is registered with the state of New Jersey and holds the Series 6 and Series 65 licenses. Clayton is also a partner at New Jersey Public Employee Educators, LLC, a marketing agency, and is an insurance agent at Teacher's Pension and Insurance Services, Inc. Clayton's expertise includes financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. Clayton is committed to providing his clients with personalized financial advice and guidance.
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.
Administrative services for advisors
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
NJ
09/20/2023 - Present
Verity Asset Management (MILLSTONE TOWNSHIP NJ)
IA
Issued 03/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Clayton Fillian is the right advisor for you? Invested Better is here to help.
