Keith ClapacsCRD Number: 5994385
Current Firm: Investment Advisors
Keith Clapacs (CRD# 5994385) is an Investment Advisor Representative working at Investment Advisors in Mayfield Village, OH and has over 4 years of experience in the finance industry.
|Proequities Inc.||Chardon, OH||Jan 2015 - Current||2|
|Dba - Skoda, Minotti & Co||Mayfield Village, OH||Jan 2015 - Current||2|
|Pnc Investments||Cleveland, OH||Apr 2013 - Jan 2015||1|
|Merrill Lynch Pierce, ,fenner & Smith, Inc.||Cleveland, OH||Oct 2011 - Apr 2013||1|
|Unemployed||Euclid, OH||Jun 2011 - Oct 2011||< 1|
|Caddy Shack Lounge||Cleveland, OH||Jul 2010 - Jun 2011||< 1|
|Integrity Staffing Services||Twinsburg, OH||May 2008 - Jul 2010||2|
|Bank Of America||Beachwood, OH||Aug 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management1,998MILLIONS
Total Number of Accounts14,898ACCOUNTS
Average Account Value$134,117
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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