Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kliber is a financial professional with over 26 years of experience in the financial services industry. David has a strong background in investments, with expertise in various financial services. David is currently registered with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Prior to joining Cetera Investment Advisers LLC, David was a Financial Advisor at UBS Financial Services INC. David is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
AZ
09/04/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
UT
07/07/1997 - 09/28/2006
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
IA
Issued 08/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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