Unclaimed
Klair Marie Reese is an active Investment Advisor Representative. Klair Marie is registered with DSG Capital Advisors, LLC in Minnesota. Klair Marie has been in the industry since 2020. Before joining DSG Capital Advisors, LLC, Klair Marie worked at Hightower Securities, LLC. Klair Marie holds the Series 66, Series 7TO, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
MN
08/21/2024 - Present
DSG Capital Advisors, LLC (EDINA MN)
MN
03/12/2020 - 08/16/2024
HIGHTOWER SECURITIES, LLC (Minneapolis MN)
BOTH
Issued 12/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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