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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Klever is a financial advisor currently working with Edelman Financial Engines. He has been in the financial services industry for over 20 years, and has experience working with a variety of firms, including TD Ameritrade, Thinkorswim, Wells Fargo Investments, and Charles Schwab. Jeffrey has a broad range of experience with various investment products and services, and he is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) in both Missouri and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MO
03/23/2017 - Present
Edelman Financial Engines (CHESTERFIELD MO)
UT
09/19/2007 - 10/25/2012
TD AMERITRADE, INC. (DRAPER UT)
IL
08/13/2009 - 05/27/2010
THINKORSWIM, INC. (CHICAGO IL)
AZ
06/06/2006 - 09/19/2007
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
TX
04/11/2000 - 03/09/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
06/02/1997 - 03/03/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
12/14/1994 - 05/08/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 06/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1997
Series 4 - Registered Options Principal Examination
BC
Issued 03/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/30/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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