Carol Marie Dewey

Current Employers

Employment History

• 03/2019 → 05/2022
  Guardian Pointe Private Wealth Management, Llc.
  Brighton, MI
• 07/2008 → Present
  College Planning & Funding Strategies, Llc.
  South Daytona, FL
• 06/2022 → 11/2023
  Gradient Advisors, Llc
  Arden Hills, MN
• 12/2023 → Present
  Foundations Investment Advisors, Llc
  South Daytona, FL
• 12/2023 → Present
  Perpetual Wealth Financial
  South Daytona, FL

Previous Registrations

• 2022-06-15 → 2023-11-30
  Gradient Advisors, Llc
  Arden Hills, MN
  South Daytona, FL
• 2019-04-17 → 2022-06-02
  Guardian Pointe Private Wealth Management, Llc
  South Daytona, FL
  Brighton, MI

Other Businesses

1.) COLLEGE PLANNING AND FUNDING STRATEGIES, LLC; INVESTMENT RELATED; 927 BEVILLE ROAD, SUITE 104, SOUTH DAYTONA, FLORIDA; INSURANCE AND COLLEGE PLANNING SERVICES; 8 HRS/MONTH DEVOTED TO THE OTHER BUSINESS BUSINESS; 8 HRS/MONTH DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HRS; OFFERING INSURANCE AND COLLEGE PLANNING SERVICES. 2.) PERPETUAL WEALTH FINANCIAL; INVESTMENT RELATED; 927 BEVILLE ROAD, SUITE 104 SOUTH DAYTONA, FL 32119; INSURANCE SALES; OWNER/INSURANCE AGENT; START DATE: 01/2026; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS; 160 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; REVIEWING CLIENTS AND PROSPECTS INSURANCE AND ANNUITY PLANS AND PROPOSING SOLUTIONS AS NEEDED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-20

Other Names

• Carol Marie Klamo
• Carol M. Dewey
• Carol M. Klamo