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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 Kluenker is an investment advisor representative with Fidelity Personal And Workplace Advisors in Roseville, California. David has been in the financial services industry since 2002, and has experience with a variety of investment products and services. David is registered with the state of California as both a broker-dealer and an investment advisor representative. David's previous experience includes positions with Principal Funds Distributor, Inc., and Northwestern Mutual Investment Services, LLC. David is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and 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.
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
CA
04/02/2024 - Present
Fidelity Personal AND Workplace Advisors (ROSEVILLE CA)
CA
07/25/2007 - 11/01/2023
PRINCIPAL FUNDS DISTRIBUTOR, INC. (FOLSOM CA)
CA
01/24/2002 - 07/12/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SACRAMENTO CA)
IA
Issued 03/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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