Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colton? Claim Your ProfileColton Kidner Smith is a registered representative with Wells Fargo Clearing Services, LLC. Colton is a financial professional with experience in the financial services industry. Colton has passed several industry exams, including the Series 7, Series 9, Series 10, and the Series 66. Colton has held registrations in Arkansas, Massachusetts, Michigan, North Carolina, and Utah. Colton has been registered with Wells Fargo Clearing Services, LLC since November 2021. Prior to that, Colton was registered with Waddell & Reed in Michigan.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
11/30/2021 - Present
Wells Fargo Clearing Services, LLC (East Lansing MI)
MI
10/27/2015 - 12/11/2015
WADDELL & REED (GRAND RAPIDS MI)
BOTH
Issued 09/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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