Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Klein is a financial professional with over 29 years of experience in the industry. Currently, Aaron is a registered representative at MML Investors Services, LLC. Aaron has previously held positions at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Aaron is licensed to provide securities and investment advice in 53 states and the District of Columbia. Aaron is a highly experienced financial professional with a broad range of knowledge and expertise, including: portfolio management for individuals and businesses, financial planning, pension consulting, and asset allocation programs.
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 programs
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.
Solicitors fees
1
2
NY
04/30/2012 - Present
MML Investors Services, LLC (Brooklyn NY)
NY
08/06/1993 - 04/12/2012
SIGNATOR INVESTORS, INC. (BROOKLYN NY)
MA
08/06/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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