Siarhei KlimauCRD Number: 5497964
Current Firm: J.p. Morgan Securities LLC
Siarhei Klimau (CRD# 5497964) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bradenton, FL and has over 5 years of experience in the finance industry.
A New Approach Financial Planning
Holifield Huntley Financial Advisers
Seacure Advisors LLC
|J.p. Morgan Securities LLC||Appleton, WI||Oct 2012 - Current||4|
|Jp Morgan Chase Bank||Appleton, WI||May 2012 - Current||4|
|Chase Investment Services Corp||Appleton, WI||May 2012 - Oct 2012||< 1|
|Sii Investments Inc.||De Pere, WI||Aug 2011 - May 2012||< 1|
|Unemployed||Green Bay, WI||Jun 2011 - Aug 2011||< 1|
|Capital Asset Mgmt Group / Ameriprise Financial Services Inc.||De Pere, WI||Sep 2010 - Jun 2011||< 1|
|Ameriprise Financial Services Inc.||Appleton, WI||Jun 2009 - Jun 2010||1|
|Infinity & Beyond Cleaning Services||Green Bay, WI||Feb 2005 - May 2009||4|
|Merrill Lynch Pierce, Fenner And Smith Incorp||Green Bay, WI||Feb 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.