Unclaimed
Clayton Netusil is a financial advisor with Raymond James Financial Services Advisors, Inc. Clayton has been in the financial services industry since 1992 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Clayton is registered to provide investment advice in Iowa and Texas and has a wide range of expertise, including financial planning, portfolio management, and retirement planning. Clayton's previous employers include ROBERT THOMAS SECURITIES, INC, BROKER DEALER FINANCIAL SERVICES CORP., and PAINEWEBBER INCORPORATED. Clayton holds a Series 7, Series 24, Series 63, and Series 65 license. Clayton is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IA
01/15/2020 - Present
Raymond James Financial Services Advisors, Inc. (CARROLL IA)
FL
01/27/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
09/21/1993 - 02/15/1995
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
NJ
04/03/1992 - 09/29/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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