Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Frost is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Clayton has been in the financial services industry since March 2023. Clayton has a Series 7, Series 66 and SIE licenses. Clayton has experience working with individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Clayton provides financial planning, portfolio management, and other investment advisory services. Prior to joining Cetera Investment Advisers LLC, Clayton was a financial advisor with Securian Financial Services, Inc.
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.
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2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
03/27/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 04/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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