Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethel? Claim Your ProfileEthel Marie Offitt is a financial advisor at Calton & Associates, Inc. with over 25 years of experience in the financial services industry. Ethel has a strong background in investment company products and variable contracts, and holds the Series 6, 26, and 63 licenses. She is dedicated to providing personalized financial planning and investment management services to her clients.
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
TX
06/28/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
TN
07/02/2003 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (GALLATIN TN)
IA
03/23/1999 - 07/08/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
GA
03/23/1998 - 03/18/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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