Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Cox is a financial advisor with over 20 years of experience in the industry. Clayton is currently registered with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Clayton has a wide range of experience, including serving as a financial advisor with several firms prior to joining Voya. Clayton holds several professional licenses, including the Series 6, 7, 24, 52, 53, 63, and 65 licenses. Clayton's experience and expertise make him a valuable resource for individuals and families seeking financial guidance. Clayton specializes in providing financial planning, portfolio management, and retirement planning services. Clayton is dedicated to helping clients achieve their financial 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
10/02/2019 - Present
Voya Financial Advisors, Inc. (Omaha NE)
PA
10/24/2019 - 12/31/2020
SLD AMERICA EQUITIES, INC. (WEST CHESTER PA)
NE
07/22/2015 - 09/09/2019
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
08/05/2011 - 07/13/2015
TD AMERITRADE, INC. (OMAHA NE)
NE
07/25/2005 - 07/26/2011
SECURITIES AMERICA, INC. (LAVISTA NE)
PA
09/24/2002 - 06/27/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 09/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/03/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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