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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 Paul Kleiber is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial industry since July 3, 2005. David is licensed to conduct securities business in 53 states and is registered as an investment advisor in Colorado and Texas. David's prior experience includes roles at First Allied Securities, Inc. and BBVA Compass Investment Solutions, 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.
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (CENTENNIAL CO)
CA
06/18/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
07/01/2005 - 02/25/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (CENTENNIAL CO)
BOTH
Issued 07/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/23/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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