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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burton? Claim Your ProfileBurton Snyder Wiand is an Investment Advisor Representative with Aspen Grove Capital, LLC. Burton has been in the industry since 2011, and has experience working at RBC CAPITAL MARKETS, LLC, GFS PRIVATE WEALTH LLC, and YALE CAPITAL CORP. Burton is a registered Investment Advisor in Colorado. Burton has passed the Series 63, Series 65 and Series 7 examinations. Burton's areas of specialization include Retirement Planning, Mutual Funds, and Alternative Investments.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Bill paying services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
01/01/2025 - Present
Aspen Grove Capital, LLC (Avon CO)
FL
09/23/2011 - 10/01/2012
RBC CAPITAL MARKETS, LLC (TAMPA FL)
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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