Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Anthony Klukas is a registered investment advisor representative with Bolton Securities Corp. He has been in the financial services industry since 1992, and has been registered with the Securities and Exchange Commission (SEC) since 2010. Herbert is also registered with the Financial Industry Regulatory Authority (FINRA). He holds Series 63, Series 65, Series 7 and SIE licenses. Herbert has previously worked for Global Investor Services, L.C., Centennial Capital Management, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Herbert offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. His firm, Bolton Securities Corp., provides investment advisory services, and has offices in Bolton, MA and Coral Gables, FL.
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
MA
03/22/2010 - Present
Bolton Securities Corp. (BOLTON MA)
FL
06/22/2001 - 12/11/2009
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
GA
05/30/1997 - 06/25/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
MN
03/27/1992 - 06/23/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/27/1992 - 06/23/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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