Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harvey? Claim Your ProfileHarvey Bobby Kletzkin is a financial advisor registered with B. Riley Wealth Management. Harvey has been in the industry since 1984. Harvey is registered with the state of Arizona, California, Florida, Maryland, Massachusetts, Nevada, New Jersey, and New York. Harvey holds the Series 7 and Series 63 licenses, as well as the SIE. Harvey was previously with National Securities Corporation, Newport Coast Securities, Inc., Basic Investors Inc., Institutional Equity Corporation, William M. Cadden & Co., Inc., and MacPeg, Ross, O’Connell & Goldaber, 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.
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2
NY
07/22/2022 - Present
B. Riley Wealth Management (WESTBURY NY)
NY
03/15/2013 - 07/22/2022
NATIONAL SECURITIES CORPORATION (WESTBURY NY)
NY
10/29/2008 - 03/25/2013
NEWPORT COAST SECURITIES, INC. (WESTBURY NY)
NY
06/29/2000 - 10/27/2008
BASIC INVESTORS INC. (MELVILLE NY)
TX
11/14/1989 - 07/25/2000
INSTITUTIONAL EQUITY CORPORATION (DALLAS TX)
NA
01/29/1988 - 12/13/1989
WILLIAM M. CADDEN & CO., INC.
NA
01/25/1984 - 02/02/1988
MACPEG, ROSS, O'CONNELL & GOLDABER, INC.
BC
Issued 02/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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