Unclaimed
Clayton Greene is a registered representative with Fifth Third Securities, Inc. based in New York, NY. Clayton has been in the securities industry since 2006 and has a Series 7, Series 24, Series 57TO and Series 63 license. Clayton also holds registrations in all 50 states. Clayton specializes in providing financial planning, portfolio management, and selection of other advisers.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
NY
11/19/2020 - Present
Fifth Third Securities, Inc. (NEW YORK NY)
NY
04/10/2006 - 06/24/2016
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
BC
Issued 9/4/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/23/2020
Series 57TO - Securities Trader Exam
BC
Issued 4/7/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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