Unclaimed
Eric Klein is a registered representative with J.P. Morgan Securities LLC. Eric has been in the industry since June 4, 2012. Eric is currently licensed to sell securities in New York. Eric is also licensed to sell securities through J.P. Morgan Clearing Corp. which is inactive. Eric has passed the Securities Industry Essentials Examination and the Operations Professional Examination.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2016 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
06/05/2012 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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