Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Jeffery Peles is a registered representative with Valic Financial Advisors, Inc. Clayton is currently registered with the state of Oklahoma as a registered representative and investment advisor representative. Clayton has been active in the industry since 2021, with a current role with Valic Financial Advisors, Inc. Clayton has a series 7TO, Series 66 and SIE licenses, and has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to 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.
A percentage of the total value of assets under management is charged.
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2
OK
07/02/2024 - Present
Valic Financial Advisors, Inc. (OKLAHOMA CITY OK)
BOTH
Issued 12/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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