Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Clayton is a financial advisor with Credit Union Investment Services. Thomas is registered as a broker-dealer and investment advisor representative in the state of North Carolina. Thomas has been working in the financial industry since January 2014. Thomas has been a financial advisor with State Employees’ Credit Union since April 2006. Thomas specializes in retirement planning, financial planning and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NC
06/12/2014 - Present
Credit Union Investment Services (Sylva NC)
IA
Issued 06/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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