Unclaimed
Kiefer M. Bolton is a registered representative with Charles Schwab & CO., Inc. and has been in the industry since December 2017. Kiefer has a Series 7, Series 66, and SIE licenses. Kiefer has worked for several other firms in the past, including J.P. MORGAN SECURITIES LLC and Waddell & Reed. Kiefer is registered in 21 states for both securities and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WA
01/09/2022 - Present
Charles Schwab & CO., Inc. (Seattle WA)
WA
07/16/2019 - 12/04/2021
J.P. MORGAN SECURITIES LLC (ARLINGTON WA)
WA
09/18/2018 - 04/12/2019
WADDELL & REED (BELLINGHAM WA)
CO
06/20/2017 - 07/24/2018
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 08/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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