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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kleiman is an investment advisor representative associated with Columbia Management Investment Advisers, LLC. David has been in the industry since February 28, 2001 and holds multiple securities licenses including Series 7, Series 31, Series 65 and Series 66. David is currently registered in Delaware, Maryland, New Jersey and Pennsylvania. David has also previously been associated with Columbia Management Distributors, Inc., Planco Financial Services, LLC, Lincoln Financial Distributors, Inc., and Morgan Stanley DW Inc..
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.
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 liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/01/2015 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
09/22/2009 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
CT
11/11/2003 - 09/01/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
PA
05/29/2002 - 10/31/2003
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NY
01/01/2001 - 04/30/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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