Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Houston Miller is a registered representative with Osaic Wealth, Inc., a firm that specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Clayton has been in the financial services industry since 2010, and has experience working with both individuals and institutional clients. Clayton holds the Series 7 and 66 securities licenses, as well as the SIE exam. Clayton also has a Fixed Insurance Agent position with Platinum Wealth Solutions of Texas LLC. In addition to his securities licenses, Clayton has also been recognized as a Certified Financial Planner (CFP®). Clayton is committed to providing his clients with personalized financial advice and guidance, helping them 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.
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2
TX
11/02/2018 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
12/02/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
11/30/2012 - 12/08/2016
WADDELL & REED (SAN ANTONIO TX)
TX
01/06/2010 - 12/03/2012
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 02/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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