Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Dehaas is an investment professional with over 10 years of experience in the financial services industry. Clayton has held positions with a number of firms including Charles Schwab & Co., Inc., OSAIC WEALTH, INC., and Family Tree Financial. Clayton is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a Registered Representative and Investment Advisor Representative in Idaho. Clayton specializes in providing financial planning and investment management services for individuals, families, and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
ID
06/13/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOISE ID)
ID
10/23/2023 - 04/17/2024
OSAIC WEALTH, INC. (EAGLE ID)
ID
04/03/2023 - 07/12/2023
CHARLES SCHWAB & CO., INC. (Boise ID)
IA
Issued 10/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Clayton Dehaas is the right advisor for you? Invested Better is here to help.
