Unclaimed
Colton Sundheimer is a registered representative with W&S Brokerage Services, Inc. in Columbus, Ohio. Colton obtained the SIE and Series 6TO licenses and has been in the industry since September 2024. W&S Brokerage Services, Inc. is a registered broker-dealer and investment advisor with a focus on providing portfolio management services for individuals and selection of other advisors.
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.
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.
1
2
OH
09/09/2024 - Present
W&S Brokerage Services, Inc. (Columbus OH)
BC
Issued 09/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/07/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Colton Sundheimer is the right advisor for you? Invested Better is here to help.