Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Earl Agena is a financial advisor with over 40 years of experience in the industry. Clayton is currently registered with Osaic Wealth, Inc. in Honolulu, Hawaii. Clayton also has previous experience with KEOGLER, MORGAN & COMPANY, INC. and MANEQUITY, INC. Clayton is also registered with the state of Hawaii as an Investment Advisor Representative (IAR). Clayton holds the Series 7, Series 66, and Series 1 exams. Clayton specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Clayton has a strong track record of success in 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.
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
HI
12/18/2008 - Present
Osaic Wealth, Inc. (HONOLULU HI)
GA
02/01/1989 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
03/27/1989 - 09/07/1990
MANEQUITY, INC. (BOSTON MA)
MA
09/13/1974 - 02/08/1989
MANEQUITY, INC. (BOSTON MA)
BOTH
Issued 03/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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