Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Reynolds is a financial advisor with over 10 years of experience in the industry. Clayton currently holds a Series 66, Series 7 and SIE license and is a registered representative with Waverly Advisors, LLC. Clayton previously worked with 9258 Wealth Management, LLC and Raymond James & Associates, Inc. Clayton specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting. Clayton has also provided selection of other advisors services.
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.
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
AL
10/22/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
OH
12/21/2016 - 12/31/2017
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
OH
05/17/2016 - 12/20/2016
MWA FINANCIAL SERVICES INC. (WILMINGTON OH)
OH
04/15/2015 - 04/20/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (MT. ORAB OH)
OH
09/28/2012 - 04/15/2015
CETERA INVESTMENT SERVICES LLC (MT. ORAB OH)
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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