Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Witthoeft is an Investment Advisor Representative, licensed in multiple states. Dennis has been in the industry since 1987 and is currently employed by Calton & Associates, Inc. His career history includes a prior position with Buchanan & Co., Inc. Dennis's primary focus areas are Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning. Dennis holds the Series 4, Series 7, Series 24 and Series 66 licenses.
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.
1
2
FL
08/12/2003 - Present
Calton & Associates, Inc. (TAMPA FL)
NA
02/26/1987 - 12/23/1987
BUCHANAN & CO., INC.
BOTH
Issued 08/15/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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