Unclaimed
Clyde Martin Pilkington is a financial advisor registered with Wells Fargo Clearing Services, LLC. Clyde has been in the financial services industry for over 42 years. Clyde specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Clyde's previous employers include A. G. EDWARDS & SONS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PEBSCO SECURITIES CORP. Clyde is a member of the investment club, OUR GANG INVESTMENT SYNDICATE.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
04/25/2011 - Present
Wells Fargo Clearing Services, LLC (CLAYTON MO)
MO
07/31/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTERFIELD MO)
NA
04/29/1982 - 08/06/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/29/1980 - 03/31/1987
PEBSCO SECURITIES CORP.
IA
Issued 04/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Clyde Pilkington is the right advisor for you? Invested Better is here to help.