Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Daniel Abel is a financial advisor registered with LPL Financial LLC and holds Series 6, 7TO, 63 and SIE licenses. Clayton has been in the financial services industry since June 2011. Clayton is a Certified Financial Planner™ professional. Clayton has previous experience with Nationwide Securities, LLC and Nationwide Financial. Clayton currently holds licenses for both broker-dealer and investment advisor activities. Clayton is registered in 26 states and provides financial advice to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
09/18/2018 - Present
LPL Financial LLC (CHARLESTON SC)
SC
06/15/2011 - 12/31/2016
NATIONWIDE SECURITIES, LLC (Charleston SC)
BC
Issued 06/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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