Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Dobson is a financial advisor in Conyers, Georgia. Clayton has been in the financial industry since 2006. Clayton currently works for Fidelity Personal and Workplace Advisors. Prior to this role Clayton worked for Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC and J.P. Morgan Securities Inc. Clayton holds Series 63, Series 66, and Series 7 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
GA
03/10/2021 - Present
Fidelity Personal AND Workplace Advisors (CONYERS GA)
GA
01/11/2019 - 02/16/2021
WELLS FARGO CLEARING SERVICES, LLC (STONE MOUNTAIN GA)
GA
10/05/2011 - 08/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONYERS GA)
GA
07/17/2008 - 01/11/2010
AXA ADVISORS, LLC (ATLANTA GA)
GA
01/06/2004 - 11/01/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
11/15/2001 - 06/13/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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