Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cary? Claim Your ProfileCary Kleinfield is a financial advisor who has been in the industry since August 6, 1982. Cary is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in 32 states. Prior to joining Raymond James Financial Services Advisors, Inc., Cary worked at Raymond James & Associates, Inc., Marshall & Co. Securities, Inc., Thomson McKinnon Securities Inc., and First Jersey Securities, Inc. Cary specializes in providing financial advice to individuals, businesses, insurance companies, pension and profit-sharing plans, and charitable organizations. Cary offers a range of financial services, including financial planning, portfolio management, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/21/2015 - Present
Raymond James Financial Services Advisors, Inc. (FORT MYERS FL)
FL
02/14/1989 - 01/14/2015
RAYMOND JAMES & ASSOCIATES, INC. (FT. MYERS FL)
NA
05/01/1987 - 02/27/1989
MARSHALL & CO. SECURITIES, INC.
NA
10/04/1985 - 03/23/1987
THOMSON MCKINNON SECURITIES INC.
NA
06/30/1982 - 01/06/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cary Kleinfield is the right advisor for you? Invested Better is here to help.
