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 Trenz is a financial advisor with Raymond James Financial Services Advisors, Inc. Clayton has been in the industry since 2001 and has a wide range of experience in the financial services industry. Clayton has worked with clients from a variety of backgrounds, including individuals, families, businesses, and institutions. Clayton is committed to providing clients with personalized financial advice and investment solutions that meet their unique needs. Clayton is licensed to provide investment advice in a number of states, including Oregon, Texas, and California. Clayton has earned the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses, as well as the SIE exam. Clayton is a registered representative of Raymond James Financial Services Advisors, Inc., and a Registered Investment Advisor with Acuity Wealth Advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
07/05/2017 - Present
Raymond James Financial Services Advisors, Inc. (BEND OR)
OR
01/01/2008 - 04/25/2011
WELLS FARGO ADVISORS, LLC (BEND OR)
OR
07/12/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEND OR)
BOTH
Issued 11/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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