Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfred? Claim Your ProfileWilfred Clay Haselton is a financial advisor with over 17 years of experience in the financial services industry. Wilfred has a Series 7, Series 66 and SIE licenses. Currently, Wilfred Clay Haselton is registered with Lincoln Financial Distributors, Inc. in Fort Wayne, IN. Wilfred previously worked for LINCOLIN FINANCIAL ADVISORS CORPORATION in Kingsport, TN, VALIC FINANCIAL ADVISORS, INC. in Brentwood, TN, and AMERIPRISE FINANCIAL SERVICES, INC. in Franklin, TN. Wilfred is licensed in Tennessee and Virginia.
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.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
TN
06/04/2018 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (KINGSPORT TN)
TN
06/26/2006 - 05/18/2018
VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)
TN
03/24/2006 - 05/05/2006
AMERIPRISE FINANCIAL SERVICES, INC. (FRANKLIN TN)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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