Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Saltijeral has over 20 years of experience in the financial industry. Clayton is currently registered as an Investment Advisor Representative with Copeland Capital Management, LLC. Clayton is a Series 65 and Series 63 license holder. Prior to joining Copeland Capital Management, Clayton worked with several financial institutions, including DCM Brokers, LLC and Northern Lights Distributors, LLC. Clayton is a registered investment advisor in 21 states.
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.
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.
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.
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
IL
05/13/2019 - Present
Copeland Capital Management, LLC (North Aurora IL)
NE
01/03/2019 - 12/31/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
10/17/2007 - 12/17/2018
DCM BROKERS, LLC (CHICAGO IL)
MN
04/12/2000 - 05/02/2006
RECOM SECURITIES, INC. (ST. LOUIS PARK MN)
IA
Issued 05/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 3 - National Commodity Futures Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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