Alena Zaffery has been an investment adviser representative at Clarity Wealth Development since September 2025, and is not listed among the firm’s executive officers or direct owners. Alena Zaffery holds a Bachelor of Science in Finance from Oregon State University.
Clarity Wealth Development, LLC is a Corvallis, OR firm with $209M under management, 226 clients and 5 advisers in one office, as of its March 2026 filing.
Alena Zaffery is Associate Advisor of Clarity Wealth Development. Alena began a career in Corvallis as a financial planning analyst and later moved into a client-facing role as an advisor.
- – present · 1 yearCorvallis, OR · Adviser representative · Firm CRD 155103
Investment adviser representative registrations
Alena Zaffery is registered as an investment adviser representative in Oregon, since September 2025.
- OregonSince 24 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 September 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 January 2025 |
| Series 7TO | General Securities Representative Examination | 13 November 2024 |
| SIE | Securities Industry Essentials Examination | 16 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Alena Kalleope Zaffery
- CRD
- 7637964
- Firm
- Clarity Wealth Development · CRD 155103
- Office
- 262 NW POLK AVE, Corvallis, OR 97330
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claritywealthdevelopment.com
Where does Alena Zaffery work?
Alena Zaffery is an investment adviser representative registered through Clarity Wealth Development, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Alena Zaffery a financial advisor?
Yes. Alena Zaffery has a current investment-adviser registration in Oregon, through Clarity Wealth Development since September 2025.
How many years of experience does Alena Zaffery have?
Alena Zaffery has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Alena Zaffery passed?
Alena Zaffery has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in April 2024.
Where is Alena Zaffery based?
Alena Zaffery’s registered office is in Corvallis, OR.
Is Alena Zaffery registered with FINRA?
No. Alena Zaffery has no current broker registration.
How can I verify Alena Zaffery’s record?
Search CRD 7637964 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alena Zaffery’s full registration record.
