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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Michael Foster is a financial advisor with The Colony Group, LLC. Clayton has been in the financial services industry since 2020. Clayton holds the Series 7TO, Series 66 and SIE licenses. Clayton specializes in working with high-net-worth individuals, charitable organizations, investment companies, pension and profit-sharing plans, and corporations or other businesses. Clayton provides a variety of financial services, including financial planning, portfolio management, educational seminars, and publication of periodicals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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IL
11/26/2024 - Present
THE Colony Group, LLC (DEERFIELD IL)
IL
03/05/2021 - 01/05/2022
TRIAD ADVISORS LLC (South Barrington IL)
BOTH
Issued 05/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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