Unclaimed
Clayton Franklin is a financial advisor with Osaic Wealth, Inc. based in Franklin, Tennessee. Clayton specializes in providing financial planning, portfolio management, and other financial advisory services to individuals, businesses, and trusts. Clayton has a strong understanding of the financial markets and has experience working with clients to achieve their financial goals. Clayton has been in the financial services industry since 2021. Before joining Osaic Wealth, Clayton worked at Wells Fargo Advisors Financial Network, LLC. In addition to being a financial advisor, Clayton is also the founder and CEO of Arid Delivery Products LLC, a Tennessee-based startup company providing insulated delivery bags to food delivery companies. Clayton holds a Series 7TO, Series 24, and Series 66 license. Clayton's experience and expertise make him a valuable resource for clients seeking financial advice.
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
MI
09/06/2023 - Present
Osaic Wealth, Inc. (BIRMINGHAM MI)
MI
10/03/2022 - 09/12/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BIRMINGHAM MI)
BOTH
Issued 09/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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