Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wayne Clay is an active investment advisor representative registered with Raymond James Financial Services Advisors, Inc. Daniel has been in the industry since 2013 and has been associated with Raymond James Financial Services Advisors, Inc. since August 2024. Prior to joining Raymond James Financial Services Advisors, Inc., Daniel was associated with EDWARD JONES from March 2013 to August 2024. Daniel Clay holds a Series 7, SIE and Series 66 licenses.
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
GA
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Peachtree City GA)
GA
03/01/2013 - 08/02/2024
EDWARD JONES (TYRONE GA)
BOTH
Issued 03/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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