Unclaimed
Antone Klecha is a financial advisor at Advisors Asset Management, Inc. Antone has 7 years of experience in the financial services industry and is registered with the state of Ohio. Antone has passed the Series 7 and SIE exams and is a general securities representative. Antone also holds a number of other designations and certifications that demonstrate their commitment to providing clients with the highest level of service. Antone works with a variety of clients, including individuals, families, and businesses. Antone specializes in providing financial advice on a variety of topics, including investment management, retirement planning, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Supervisor/evaluator to unit investment trusts
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/26/2024 - Present
Advisors Asset Management, Inc. (Niles OH)
BC
Issued 08/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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