Unclaimed Profile

Clayton Carter Kreis

G & O FINANCIAL SERVICES, INC.·ST. PETERSBURG, Florida

Series 7, Series 65Clean record27 years registeredG & O FINANCIAL SERVICES, INC.

888 EXECUTIVE CENTER DR W, ST. PETERSBURG, FL 33702CRD# 1725924Firm CRD# 141831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clayton Carter Kreis · ST. PETERSBURG, FL

Registration

CRD #1725924 · G & O FINANCIAL SERVICES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

G & O FINANCIAL SERVICES, INC.

Jun 1999 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · June 30, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

G & O FINANCIAL SERVICES, INC.

CRD 141831 · SEC 801-88198

Employees

Total firm employees

Services offered by G & O FINANCIAL SERVICES, INC.

Per Form ADV

Other

View all advisors at G & O FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Clayton Carter Kreis offer?

Clayton Carter Kreis is a registered financial advisor in ST. PETERSBURG, Florida. Contact their office for details on services offered.

What are Clayton Carter Kreis's credentials?

Clayton Carter Kreis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clayton Carter Kreis located?

Clayton Carter Kreis is based in ST. PETERSBURG, Florida, working with G & O FINANCIAL SERVICES, INC.. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Clayton Carter Kreis charge for services?

Clayton Carter Kreis's firm is compensated through other: referral fees from rias. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is G & O FINANCIAL SERVICES, INC.?

G & O FINANCIAL SERVICES, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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