Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Simmons is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Clayton has been in the financial services industry since 1996. Clayton has a total of 20 state licenses and has passed the Series 7, 9, 10, 31, and 63 exams. Clayton is a Certified Financial Planner and holds a Series 65. Clayton holds 50% ownership of both Simmons & Starzl Wealth Management LLC and Baystreet Management LLC. Clayton's main office is located in Gadsden, AL.
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.
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.
Investment consulting services to institutional clients
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.
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2
AL
09/03/2021 - Present
Wells Fargo Advisors Financial Network, LLC (GADSDEN AL)
AL
11/17/2008 - 09/03/2021
WELLS FARGO CLEARING SERVICES, LLC (GADSDEN AL)
AL
10/18/1996 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GADSDEN AL)
IA
Issued 11/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/23/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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