Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Franklin Klenck is a financial professional with over 28 years of experience in the financial services industry. Michael is currently registered with Cetera Investment Advisers LLC and has held previous registrations with several other firms, including VOYA FINANCIAL ADVISORS, INC. and RAYMOND JAMES FINANCIAL SERVICES, 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.
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.
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2
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (MOORESVILLE NC)
NC
02/22/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MOORSEVILLE NC)
NC
04/09/2003 - 02/26/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (MOORESVILE NC)
MO
01/17/2001 - 05/05/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MA
02/26/1999 - 01/25/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
04/28/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC.
GA
03/17/1997 - 08/05/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
01/30/1997 - 02/10/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MA
07/18/1994 - 12/05/1996
PNMR SECURITIES, INC. (BOSTON MA)
CA
06/23/1993 - 06/22/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
AZ
05/27/1993 - 07/13/1993
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 7/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 5/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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