Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Joseph Schreck is a financial advisor with over 2 years of experience in the industry. Clayton is currently registered with Capital Client Group, Inc. and has been with the firm since October 2022. Prior to joining Capital Client Group, Inc., Clayton was employed by LPL Financial LLC and CUNA Brokerage Services, Inc. Clayton holds Series 7TO, Series 66, and SIE licenses.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
10/07/2022 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
05/18/2022 - 09/02/2022
LPL FINANCIAL LLC (Indianapolis IN)
IN
08/30/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Indianapolis IN)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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