Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Kleven is a financial professional with over 10 years of experience in the industry. Keith is currently registered with Piper Sandler & Co. as a representative. Keith's areas of expertise include municipal securities and municipal advisory services. Keith holds the Series 50, Series 52, Series 53, Series 63, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
05/30/2013 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
BC
Issued 05/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2013
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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