Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kluge is an investment advisor representative associated with Cetera Investment Advisers LLC. Donald has been in the securities industry since January 6, 1987, and holds the Series 6, 7, 63, and 65 licenses, along with the SIE exam. Donald Kluge has provided financial services for over 35 years. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and a wide range of other financial services. Donald is a registered representative in multiple states and is committed to providing clients with the best possible service.
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
NY
07/31/2022 - Present
Cetera Investment Advisers LLC (PLEASANTVILLE NY)
NJ
06/04/2004 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
TX
01/07/1987 - 06/10/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 8/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/6/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2009
Series 7 - General Securities Representative Examination
BC
Issued 1/6/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Kluge is the right advisor for you? Invested Better is here to help.
