Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Korey? Claim Your ProfileKorey Cleaver Kletschke is a financial advisor with Stifel, Nicolaus & Company, Inc.. Korey has been in the financial services industry for over 10 years. Korey has earned the Certified Financial Planner and Chartered Financial Consultant designations. Korey's areas of expertise include financial planning, portfolio management, and pension consulting. Korey provides investment advice to individuals, businesses, and trusts. Korey is registered with the Securities and Exchange Commission (SEC) and is licensed in multiple states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
11/22/2019 - Present
Stifel, Nicolaus & Company, Inc. (SIOUX CITY IA)
IA
08/30/2012 - 08/28/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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