Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Klaus? Claim Your ProfileKlaus Miodov has been in the financial services industry since September 21, 1987 and is currently registered with Calton & Associates, Inc. in Florida. Klaus has been with Calton & Associates, Inc. since May 2019 and is licensed to provide financial services in Florida and Texas. Klaus has a wide range of experience in the industry and has previously worked with several other firms including Capital Financial Services, Inc., Empire Financial Group, Inc., Freedom Financial, Inc., Thrivent Investment Management Inc., and NYLIFE Securities Inc.. Klaus is also the President of KDM Wealth Management, LLC.
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
05/01/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
OK
09/24/2004 - 04/30/2019
CAPITAL FINANCIAL SERVICES, INC. (EDMOND OK)
FL
11/21/2003 - 10/06/2004
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
01/02/2003 - 11/24/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
MN
01/25/1990 - 01/06/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NY
01/02/1989 - 12/31/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
06/09/1987 - 10/12/1988
AAL DISTRIBUTORS INC. (MINNEAPOLIS MN)
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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