Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Mallard is a financial advisor at Raymond James Financial Services Advisors, Inc. Clayton has been in the industry since December 2018. Clayton is registered with the Securities and Exchange Commission (SEC) and holds a Series 66, Series 7TO, Series 9, Series 10, and SIE licenses. Clayton has experience in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Clayton also holds a Series 10 license to supervise securities sales. Clayton is also an Associate at Gulf Winds Credit Union. Clayton has a bachelor's degree from Union University. Clayton's office is located in Pensacola, Florida.
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
FL
06/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Pensacola FL)
TN
12/13/2018 - 05/13/2022
EDWARD JONES (COLUMBIA TN)
BOTH
Issued 01/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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