Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Clayton is a financial advisor at Wells Fargo Advisors Financial Network, LLC and has been in the industry for over 20 years. George is registered to provide investment advice and securities products in several states, including South Carolina, Texas, California, Florida, Georgia, Louisiana, North Carolina, Ohio, Virginia, and West Virginia. George has Series 7, 6, and 66 licenses and the SIE exam. George has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities and other businesses. George's previous employers include Raymond James Financial Services, Inc., A. G. Edwards & Sons, Inc., BB&T Investment Services, Inc., and Wells Fargo Clearing Services, LLC.
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.
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2
SC
05/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (GREENVILLE SC)
SC
08/27/2014 - 05/04/2023
WELLS FARGO CLEARING SERVICES, LLC (EASLEY SC)
SC
07/30/2013 - 09/11/2014
INVESTMENT PROFESSIONALS, INC. (GREENVILLE SC)
SC
12/12/2006 - 08/01/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE SC)
SC
06/10/2004 - 12/05/2006
A. G. EDWARDS & SONS, INC. (SPARTANBURG SC)
NC
08/13/2002 - 03/29/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 06/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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