Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Knutsen is a financial advisor with UBS Financial Services Inc. in Wayzata, Minnesota. Clayton has been in the industry since March 28, 2020. Clayton holds the Series 63, Series 65, Series 7TO, and SIE licenses. Clayton specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Clayton has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, state or municipal government entities, and high-net-worth individuals.
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.
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.
See schedule d - miscellaneous
1
2
MN
01/08/2024 - Present
UBS Financial Services Inc. (WAYZATA MN)
BC
Issued 06/16/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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