Unclaimed
Clayton Buescher is a financial advisor currently registered with World Equity Group, Inc. Clayton's focus is on providing financial planning and portfolio management services to individuals and businesses. Clayton has a strong track record of success in the financial services industry, with experience at several well-known firms, including Cantor Fitzgerald & Co., Jackson National Life Distributors LLC, and Cambridge Investment Research, Inc. Clayton is committed to providing his clients with personalized advice and guidance, tailored to meet their unique needs and goals.
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
WA
01/04/2024 - Present
World Equity Group, Inc. (Seattle WA)
TN
08/18/2021 - 08/28/2023
CANTOR FITZGERALD & CO. (MEMPHIS TN)
TN
04/30/2019 - 01/07/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MD
08/27/2018 - 03/28/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Baltimore MD)
MD
11/14/2017 - 09/06/2018
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
03/13/2017 - 08/30/2017
AXA ADVISORS, LLC (COLUMBIA MD)
IA
Issued 03/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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