Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Grant Rimmer is an active investment advisor representative with Morgan Stanley. Clayton has been in the securities industry since November 7, 2009, and is registered to provide investment advice in 53 states and the District of Columbia. Clayton is also registered with the Financial Industry Regulatory Authority (FINRA). Previously Clayton was a registered representative with E*TRADE SECURITIES LLC and J.P. MORGAN SECURITIES LLC. Clayton holds the Series 4, 6, 7, 24, 52TO, 63, and 66 licenses. Clayton is a limited partner in Cinderfella's Residential & Commercial Cleaning Atlanta, LLC.
Roswell, GA
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
10/02/2023 - Present
Wealthpenn.comllc (Roswell GA)
GA
12/01/2015 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
NY
12/08/2014 - 10/22/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
VA
02/02/2009 - 03/02/2011
SCOTTRADE, INC. (ALEXANDRIA VA)
GA
04/07/2006 - 01/08/2009
E*TRADE SECURITIES LLC (ALPHARETTA GA)
MN
03/09/2005 - 07/14/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/09/2005 - 07/14/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 8/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2019
Series 4 - Registered Options Principal Examination
BC
Issued 7/11/2016
Series 24 - General Securities Principal Examination
BC
Issued 7/2/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/8/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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