Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Wise is a financial advisor with Equitable Advisors, LLC. Clayton is registered with both FINRA and the state of North Carolina. Clayton holds the Series 7, 66, and 24 licenses, demonstrating experience in securities trading, investment advisory, and branch management. Clayton is a licensed agent in Georgia, Maryland, Mississippi, New York, North Carolina, Oregon, Rhode Island, South Carolina, Texas, and Virginia. Clayton can provide a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and 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.
A percentage of the total value of assets under management is charged.
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2
NC
05/25/2023 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
BOTH
Issued 04/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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