Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Clayman is an Investment Advisor Representative with The Colony Group, LLC, based in Indianapolis. Michael's professional career began in 1996 at Charles Schwab & Co., Inc., where he gained experience in the financial industry. Michael holds the Series 63, 66, 7, and 8 licenses. He is a CERTIFIED FINANCIAL PLANNER™ professional, which demonstrates his commitment to providing comprehensive financial planning advice. Michael has a wide range of expertise, and he is currently registered with the state of Indiana and Texas.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
IN
07/01/2024 - Present
THE Colony Group, LLC (INDIANAPOLIS IN)
IN
06/24/1996 - 02/10/2014
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 01/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Clayman is the right advisor for you? Invested Better is here to help.
