Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Alaina Clayton chavis is a financial professional with over 25 years of experience in the industry. Rhonda is currently registered with TD Private Client Wealth LLC and is a Series 7TO, Series 63, Series 6, and Series 26 licensed professional. Rhonda has previously held positions with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, AXA ADVISORS, LLC, AXA DISTRIBUTORS, LLC, and many other firms. Rhonda has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/09/2013 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
10/01/2012 - 04/15/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/14/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/14/2005 - 07/27/2006
BANC ONE SECURITIES CORPORATION (NEW YORK NY)
NY
06/12/2000 - 05/02/2005
AXA ADVISORS, LLC (NEW YORK NY)
NC
04/28/1998 - 04/27/2005
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IL
10/21/1997 - 03/19/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
01/02/1997 - 05/13/1997
CENTURA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
01/02/1997 - 05/13/1997
EVERGREEN KEYSTONE DISTRIBUTORS, INC. (BOSTON MA)
IN
01/02/1997 - 05/13/1997
IBJ FUNDS DISTRIBUTOR, INC. (JEFFERSONVILLE IN)
ME
01/02/1997 - 05/13/1997
OFFIT FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
VA
01/02/1997 - 05/13/1997
PARKSTONE SERVICES COMPANY (RICHMOND VA)
ME
01/02/1997 - 05/13/1997
PERFORMANCE FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MA
08/08/1996 - 05/13/1997
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
GA
08/07/1996 - 05/13/1997
PILOT FUNDS DISTRIBUTORS, INC. (ATLANTA GA)
OR
01/14/1997 - 03/13/1997
FIVE ARROWS FUND DISTRIBUTORS, INC. (PORTLAND OR)
MA
01/02/1997 - 03/13/1997
BARR ROSENBERG FUNDS DISTRIBUTOR, INC. (BOSTON MA)
PA
01/02/1997 - 03/13/1997
LIFE CYCLE MUTUAL FUNDS DISTRIBUTORS, INC. (PITTSBURGH PA)
ME
08/08/1996 - 03/13/1997
BNY HAMILTON DISTRIBUTORS, INC. (PORTLAND ME)
MD
08/08/1996 - 03/13/1997
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
MA
08/08/1996 - 03/13/1997
EMERALD ASSET MANAGEMENT, INC. (BOSTON MA)
OH
08/08/1996 - 03/13/1997
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
ME
04/30/1996 - 03/13/1997
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/26/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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