Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kolton? Claim Your ProfileKolton Clint Shedden is a financial advisor who is registered with Charles Schwab & Co., Inc. He is a registered representative with FINRA and a registered investment advisor in Texas. Kolton has been in the securities industry since 2021. He is a licensed Series 63, 66 and 9 securities representative. He has a large number of active registrations in all states. Kolton is associated with the Charles Schwab branch office in Westlake, Texas.
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
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2
TX
04/22/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BOTH
Issued 03/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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