Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Klemme is an investment advisor representative at Stonex Advisors Inc. in West Fafayette, Indiana. David has been in the industry since 1987. David previously worked at WRP INVESTMENTS, INC. David's registrations include Indiana (RA) and his specializations include financial planning, portfolio management for individuals and businesses, and other financial consulting services.
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.
Financial consulting 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.
1
2
IN
01/30/2015 - Present
Stonex Advisors Inc. (West Fafayette IN)
IN
05/20/2003 - 09/12/2014
WRP INVESTMENTS, INC. (WEST LAFAYETTE IN)
MO
09/11/1990 - 05/29/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
05/15/1989 - 09/17/1990
FIRST PACIFIC CAPITAL CORPORATION
NA
01/16/1989 - 05/16/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/30/1988 - 02/06/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/17/1987 - 07/06/1988
WADDELL & REED, INC.
BC
Issued 11/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Klemme is the right advisor for you? Invested Better is here to help.
