Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitch? Claim Your ProfileMitch Klenofsky is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Mitch has been in the financial services industry since October 21, 1985. Mitch is registered with the state regulators of Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Massachusetts, Michigan, New Jersey, New York, Oregon, Pennsylvania, South Dakota and Virginia. Mitch is also registered with FINRA and is a Registered Representative of Ameriprise Financial Services, LLC. Mitch has experience with high-net-worth individuals, corporations, trusts, estates, pension and profit-sharing plans, charitable organizations and insurance companies. Mitch's specialties include asset allocation services, financial planning, pension consulting, educational seminars and selection of other advisers.
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.
Asset allocation services
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
NJ
04/16/2021 - Present
Ameriprise Financial Services, LLC (PARAMUS NJ)
NY
05/25/2010 - 06/11/2015
WELLS FARGO ADVISORS, LLC (MELVILLE NY)
NY
10/23/2009 - 05/27/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/18/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
07/12/2002 - 09/05/2006
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/26/1998 - 07/16/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/23/1990 - 11/03/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
06/13/1989 - 11/13/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
10/22/1985 - 06/20/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 08/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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