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 a financial advisor with Cetera Investment Advisers LLC. Donald is a registered investment advisor in New York and Texas. Donald has been in the financial services industry since January 1987. Donald has experience in financial planning, pension consulting, and portfolio management for both businesses and individuals. Donald is also a licensed insurance agent and sells health, disability, dental, vision, group health, Medicare supplement & advantage plans.
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.
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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 08/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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