Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Caggiano is a financial professional with over 5 years of experience in the financial services industry. Clayton is registered with Alliancebernstein LP, an investment advisory firm based in Nashville, TN. Clayton is licensed to provide investment advice and services in several states. Clayton’s expertise includes asset allocation, financial planning, selection of other advisers, and portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/06/2023 - Present
Alliancebernstein LP (NEW YORK NY)
BOTH
Issued 12/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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