Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deidre? Claim Your ProfileDeidre Clayton has been in the financial services industry since 2008. Deidre is currently a registered representative of Stifel, Nicolaus & Company, Inc. Deidre holds a Series 7, 9, 10 and 66 license. Deidre has a Series 7 and SIE license. Deidre has prior experience as a representative of STANFORD GROUP COMPANY. Deidre provides financial planning, portfolio management for businesses and individuals, pension consulting, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/25/2019 - Present
Stifel, Nicolaus & Company, Inc. (VERO BEACH FL)
FL
03/17/2008 - 03/16/2009
STANFORD GROUP COMPANY (VERO BEACH FL)
BOTH
Issued 05/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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