Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren M. Klump is a financial advisor with Calton & Associates, Inc. based in Tampa, Florida. Darren has been a registered representative in the securities industry since 2008. Darren specializes in working with high-net-worth individuals and pension and profit-sharing plans. Darren offers financial planning, portfolio management for individuals and businesses, 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/01/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
WI
01/10/2011 - 07/01/2019
CAPITAL FINANCIAL SERVICES, INC. (OAK CREEK WI)
WI
02/04/2008 - 01/24/2011
METLIFE SECURITIES INC. (MILWAUKEE WI)
IA
Issued 07/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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