Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Robert Benway is an investment advisor representative at Osaic Institutions, Inc., a firm headquartered in Meriden, Connecticut. Clayton is a registered investment advisor in Minnesota. Clayton has been in the securities industry since January 28, 2019. Clayton's experience includes roles with TD Ameritrade, Inc., Lucia Securities, LLC, and First Allied Securities, Inc. Clayton also has experience in the financial services industry with companies such as Alerus and Dowling and Yahnke. Clayton specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
10/31/2022 - Present
Osaic Institutions, Inc. (Minneapolis MN)
CA
01/07/2019 - 12/23/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
04/12/2012 - 10/04/2012
LUCIA SECURITIES, LLC (SAN DIEGO CA)
CA
06/10/2011 - 08/19/2011
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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