Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clyde? Claim Your ProfileClyde Waldo Wyatt is a financial professional with over 30 years of experience in the financial industry. Clyde is currently registered with Osaic Wealth, Inc. and holds a wide range of licenses and registrations, including Series 6, 7, 22, 24, 63, and SIE. Clyde has previously held positions at Securities America, Inc. and VeraVest Investments, Inc. Clyde offers a range of financial services including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
07/16/2003 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
MA
07/30/1987 - 07/30/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
06/27/1986 - 07/21/1987
MUTUAL SERVICE CORPORATION
NA
06/06/1985 - 07/01/1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BC
Issued 05/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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