linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Lawrence Kline

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Lawrence Kline

Eric Kline is a financial professional with over 25 years of experience in the industry. Eric has a broad range of experience in the financial services industry, having previously worked at Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC, Dean Witter Reynolds Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Eric is currently registered with Fidelity Brokerage Services LLC in Chicago, Illinois.

Firm Information

Eric Kline is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Kline’s Registration & Firm History

IL

01/01/2008 - Present

Fidelity Brokerage Services LLC (CHICAGO IL)

IL

02/07/2001 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CHICAGO IL)

RI

09/14/1998 - 02/07/2001

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

07/21/1995 - 09/09/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

MN

03/20/1995 - 10/25/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/20/1995 - 10/25/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Eric Lawrence Kline is right for you?

Licenses & Designations

IA

Issued 01/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 03/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Eric Lawrence Kline.
Not sure if Eric Lawrence Kline is right for you?