Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leon? Claim Your ProfileLeon Clayton is a financial advisor with over 20 years of experience in the industry. Leon is currently registered with Osaic Wealth, Inc. and specializes in various aspects of financial planning, including investment management, pension consulting, and educational seminars. Leon has a strong track record of providing personalized financial advice to individuals and families. Leon holds the Series 7, Series 24, and Series 63 licenses, as well as the SIE exam. Leon has experience working with clients from various backgrounds and has a deep understanding of their needs and goals.
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.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (Fairfield CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Fairfield CA)
CA
07/21/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (Fairfield CA)
CA
10/31/2013 - 07/18/2014
SECURITIES AMERICA, INC. (FAIRFIELD CA)
CA
04/17/2003 - 11/19/2013
LPL FINANCIAL LLC (FAIRFIELD CA)
MO
12/04/1998 - 04/22/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 12/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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