Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Charland is a financial advisor with Charles Schwab & CO., Inc. Clayton has over 6 years of experience in the financial services industry. Clayton holds Series 7, Series 66, and SIE licenses. Clayton has worked for several firms in the past, including TD AMERITRADE, INC., LPL FINANCIAL LLC, and Charles Schwab & CO., INC.. Clayton is registered in 17 states. Clayton is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NC
08/11/2023 - Present
Charles Schwab & CO., Inc. (Winston-Salem NC)
NC
05/19/2023 - 09/01/2023
TD AMERITRADE, INC. (Winston-Salem NC)
NJ
07/26/2021 - 10/10/2022
LPL FINANCIAL LLC (MATAWAN NJ)
NJ
09/28/2017 - 03/18/2021
CHARLES SCHWAB & CO., INC. (Red Bank NJ)
BOTH
Issued 11/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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