Unclaimed
Clayton Collins Wilson is a financial advisor with over 6 years of experience in the industry. Clayton is currently registered with Alps Distributors, Inc. in Manhattan Beach, California. Clayton has passed the Series 7TO, Series 63, Series 65 and SIE exams. Clayton has held previous positions with Calamos Financial Services LLC. Clayton is licensed to provide investment advice in Alaska, Arizona, California, Hawaii, Kansas, Nevada, Oklahoma, Texas, and Utah.
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.
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.
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2
CA
09/01/2020 - Present
Alps Distributors, Inc. (Manhattan Beach CA)
IL
09/04/2019 - 08/26/2020
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
BC
Issued 11/02/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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