Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Kleis is an investment advisor representative at Alliancebernstein LP. Craig has been in the securities industry since January 18, 2006 and is registered to provide investment advice in 32 states and the District of Columbia. Craig has a Series 7, Series 31, and Series 66 license. Craig is licensed to provide securities and investment advisory services to individuals, investment companies, pension plans, corporations and other businesses, charitable organizations, and state or municipal government entities. Craig has experience in asset allocation, financial planning, and portfolio management.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MN
02/09/2024 - Present
Alliancebernstein LP (MINNEAPOLIS MN)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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