Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kleman is a financial advisor with over 20 years of experience in the financial industry. Christopher is registered with Fidelity Personal And Workplace Advisors and has previously worked with Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, Fifth Third Securities, Inc. and The Huntington Investment Company. Christopher holds Series 6, 7, 9, 10, 63 and 65 licenses. Christopher specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
08/09/2023 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
12/02/2016 - 03/22/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (CINCINNATI OH)
KY
02/19/2008 - 08/17/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
01/26/2004 - 02/08/2008
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
10/16/2001 - 12/19/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 02/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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