Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Klaber is a financial advisor in Cincinnati, Ohio. Michael is a registered representative of Osaic Wealth, Inc. and has been in the industry since 1997. Michael is licensed to sell securities in multiple states including Florida, Indiana, Kentucky, Ohio, and Oregon. Michael also holds the Series 7, Series 52, and Series 63 licenses. Michael has a strong background in financial planning and portfolio management. Michael specializes in working with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. Michael is dedicated to helping his clients achieve their financial goals.
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.
1
2
OH
01/24/2025 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
03/08/2005 - 12/18/2008
MML INVESTORS SERVICES, INC. (CINCINNATI OH)
WI
02/27/2003 - 02/24/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MI
01/01/1997 - 02/18/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 06/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Klaber is the right advisor for you? Invested Better is here to help.
