Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Mitchell St george is a financial advisor with over 30 years of experience in the financial services industry. Clayton is currently registered with Osaic Wealth, Inc. and has previously worked with Woodbury Financial Services, Inc. and American Express Financial Advisors Inc. Clayton offers a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, pension consulting, and educational seminars. Clayton is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
1
2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (OAKDALE MN)
MN
04/24/1996 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
02/27/1990 - 03/03/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/1990 - 03/03/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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