Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Richard Dallas is a financial professional with over 5 years of experience in the financial services industry. Clayton is currently registered with Zions Direct, Inc. and holds Series 63, Series 24, Series 79TO, and SIE licenses. Clayton has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice. Prior to joining Zions Direct, Inc., Clayton was a registered representative with WELLS FARGO SECURITIES, LLC.
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.
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.
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2
TX
11/05/2019 - Present
Zions Direct, Inc. (Houston TX)
TX
03/31/2014 - 10/13/2014
WELLS FARGO SECURITIES, LLC (HOUSTON TX)
BC
Issued 12/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 11/05/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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