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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claytor? Claim Your ProfileClaytor Brooks is a financial advisor with Cetera Investment Advisers LLC. Claytor has been in the financial services industry for over 10 years. Clayton's experience includes roles with Morgan Stanley and Cetera Investment Services LLC. Clayton holds several professional licenses and has passed the Series 6, 7, 31, 63, and 66 exams. Claytor's expertise includes financial planning, portfolio management, and pension consulting. Clayton primarily serves high-net-worth individuals, corporations, 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.
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.
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LA
05/08/2024 - Present
Cetera Investment Advisers LLC (NEW ORLEANS LA)
LA
05/08/2023 - 03/28/2024
CETERA INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
12/13/2017 - 04/13/2022
MORGAN STANLEY (Shreveport LA)
TN
04/05/2007 - 12/20/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
12/19/2006 - 04/05/2007
PFIC SECURITIES CORPORATION (FRANKLIN TN)
LA
08/06/2004 - 07/24/2006
MORGAN STANLEY DW INC. (NEW ORLEANS LA)
LA
07/03/2000 - 09/13/2001
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BOTH
Issued 3/8/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/3/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 9/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 6/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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