Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marc Kleiner is a financial advisor with over 30 years of experience in the industry. David is a registered representative with Ameriprise Financial Services, LLC and has been with the firm since 2020. David also holds a series 7 and series 63 license and is a certified financial planner. David has held prior registrations with IDS Life Insurance Company and currently is registered in 18 states. David's previous experience includes serving as a board member for Kleiner and currently holds an insurance license with multiple insurance companies. David specializes in providing financial planning services to individuals, families, trusts, and businesses. David also offers asset allocation services, educational seminars, 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.
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.
Asset allocation services
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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NY
07/14/2020 - Present
Ameriprise Financial Services, LLC (Briarcliff Manor NY)
MN
04/24/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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