Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kletter is an investment advisor representative who has been in the financial services industry since September 1999. Steven is currently registered with Cambridge Investment Research Advisors, Inc. in Colorado and Texas, and has previously been registered with Mutual Service Corporation and First Investors Corporation. Steven is a Series 6, 7, 63 and 65 licensed professional. Steven Kletter provides investment advisory services to clients in Colorado and other states. Steven has provided financial planning, pension consulting and portfolio management services to high net worth individuals, individuals, charitable organizations and pension plans.
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.
Solicitation fees from 3rd party money managers
1
2
CO
06/17/2020 - Present
Cambridge Investment Research Advisors, Inc. (Aurora CO)
CO
01/27/2004 - 07/27/2009
MUTUAL SERVICE CORPORATION (GREENWOOD VILLAGE CO)
NJ
09/30/1999 - 01/27/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 08/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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