Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid T. Kiefer is a financial advisor with J.p. Morgan Institutional Investments Inc. David has been in the financial services industry since December 7, 1991, and has been registered with the firm since August 24, 2004. David is a registered representative with FINRA and is licensed in 48 states. He is also a Series 30 principal. Prior to joining J.p. Morgan Institutional Investments Inc., David worked at BANC ONE SECURITIES CORPORATION, FIRST CHICAGO NBD INVESTMENT SERVICES, INC., RONEY & CO. L.L.C., KIDDER, PEABODY & CO. INCORPORATED, and DEAN WITTER REYNOLDS 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.
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.
1
2
NY
08/24/2004 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
IL
02/01/1999 - 10/13/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/22/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
MI
01/25/1995 - 09/16/1997
RONEY & CO. L.L.C. (DETROIT MI)
NY
09/15/1992 - 01/10/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
09/19/1989 - 08/26/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2016
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2005
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Kiefer is the right advisor for you? Invested Better is here to help.
