Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kolton? Claim Your ProfileKolton Quitno is a financial advisor with Dew Wealth Management. Kolton has over five years of experience in the financial services industry. Kolton is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Series 7, Series 63, and Series 66 licenses. Kolton specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. Kolton has a strong understanding of investment strategies and a commitment to helping clients reach their financial goals. Kolton is committed to providing personalized financial advice and building long-term relationships with 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage retirement plan assets under advisement
1
2
AZ
03/22/2022 - Present
DEW Wealth Management (SCOTTSDALE AZ)
AZ
09/09/2019 - 12/03/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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