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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Winkler is a financial advisor currently registered with Osaic Wealth, Inc. Clayton has been in the financial services industry since 2001. Clayton is a CERTIFIED FINANCIAL PLANNER™ professional. Clayton has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Clayton is also a licensed insurance agent. Clayton provides financial planning services, pension consulting, and educational seminars. Clayton's office is located at 2701 CAMBRIDGE COURT, SUITE 220, AUBURN HILLS, MI 48326.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (AUBURN HILLS MI)
MI
01/20/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AUBURN HILLS MI)
MI
02/25/2004 - 01/25/2011
AXA ADVISORS, LLC (AUBURN HILLS MI)
NY
08/01/2001 - 08/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
TX
05/15/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 08/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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