Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Sweet is a financial advisor with Cetera Investment Advisers LLC in Havre, Montana. Clayton has been in the financial services industry since August 2017. Clayton holds the Series 66, SIE and Series 7 licenses. Clayton is registered to provide investment advice in 27 states and is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Clayton previously worked with VOYA FINANCIAL ADVISORS, INC. from August 2017 until June 2021. Clayton specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Clayton's clients include individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Clayton is a board member of Tomorrow Come Foundation and also owns and manages Sweet Rental Properties.
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
MT
06/29/2023 - Present
Cetera Investment Advisers LLC (HAVRE MT)
MT
08/25/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HAVRE MT)
BOTH
Issued 9/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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