Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suresh? Claim Your ProfileSuresh Amthalal Shah is a financial advisor in Carrollton, Texas, with over 35 years of experience in the industry. Shah is currently registered with Calton & Associates, Inc., and has previously worked with Dominion Investor Services, Inc., and HD VEST Investment Services. Shah specializes in offering financial planning and investment management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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
TX
06/28/2023 - Present
Calton & Associates, Inc. (Carrollton TX)
TX
02/26/2019 - 07/21/2023
DOMINION INVESTOR SERVICES, INC. (CARROLLTON TX)
TX
01/13/1987 - 03/01/2019
HD VEST INVESTMENT SERVICES (CARROLLTON TX)
BC
Issued 01/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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