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CD

Candace M. Drolson

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CRD#: 1163588
CD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Candace Montgomery Drolson, who also goes by Candace Karen Drolson, Candy Karen Drolson, Candy Montgomery Drolson, Candy Karen Montgomery, was a registered financial professional .

Candace is a previously registered financial professional and started their career in finance in 1983. Candace had worked at 6 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Candace Karen Drolson | Candy Karen Drolson | Candy Montgomery Drolson | Candy Karen Montgomery

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 8, 2005 - December 11, 2007

QA3 FINANCIAL CORP.

BD
CRD#: 14754
SAN DIEGO, CA
Past

June 8, 2004 - July 17, 2014

WEALTH ADVISORS, INC.

RIA
CRD#: 130478
RANCHO SANTA FE, CA
Past

September 12, 2003 - September 1, 2004

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
SAN DIEGO, CA
Past

September 8, 2003 - September 1, 2004

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

December 15, 1997 - September 19, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SAN DIEGO, CA
Past

August 11, 1983 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

August 11, 1983 - September 19, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 11, 1983 - September 19, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/12/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


QF
QA3 FINANCIAL CORP.
INVESTORS FIRST SECURITIES, LTD. | QA3 FINANCIAL GROUP, LLC | QA3 FINANCIAL CORP. | QA3 FINANCIAL

CRD#: 14754 / SEC#: , 8-31155

BD
Terminated by SEC on 04/12/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 01/27/1981
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
QA3, LLCOWNER - PARENT COMPANY
BOLTON, GREGORY PAULSECRETARY4194519
WILD, STEPHEN KENTPRESIDENT/CEO/CFO/CCO466804

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


QA3 FINANCIAL CORP.

CRD#: 14754

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