Unclaimed
Eric Klenz is a financial advisor with Keybanc Capital Markets Inc. He is registered to sell securities in California and Ohio. Eric has been in the financial industry since 2002. He has passed the Series 7, Series 63, SIE and Series 79TO exams.
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
OH
09/24/2002 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
BC
Issued 12/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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