Unclaimed
Ottis Mims Clayton is a financial advisor with over 20 years of experience in the industry. Currently, Ottis is registered with First Horizon Advisors, Inc. and has been since October 2013. Previously, Ottis held positions at FTB Advisors, Inc., First Tennessee Brokerage, Inc., and First Tennessee Bank. Clayton has passed the Series 4, 7, 24, 27, 63, SIE, and 99TO exams, demonstrating their commitment to staying up-to-date on industry knowledge. Ottis's specialties include portfolio management for individuals and businesses, financial planning, and pension consulting. Clayton's expertise, along with their experience in the financial services industry, makes them a valuable resource for their clients.
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.
1
2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
BC
Issued 01/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/01/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ottis Clayton is the right advisor for you? Invested Better is here to help.