Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Kleinman is a financial advisor at LPL Financial LLC in BALTIMORE, MD. Howard has been in the financial industry since 1993. He is registered with the state of Maryland as an investment advisor representative and a broker-dealer. Howard has a Series 6, 7, 63, and 65 license and holds the SIE exam credential. Howard has experience working at MML INVESTORS SERVICES, LLC and MSI FINANCIAL SERVICES, INC. Howard Kleinman offers financial planning, consulting and other non-discretionary advisory services, educational seminars and selection of other advisers to individuals, businesses, corporations, charitable organizations and pension and profit sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/18/2021 - Present
LPL Financial LLC (BALTIMORE MD)
MD
03/25/2017 - 11/29/2021
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
08/24/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Baltimore MD)
MD
08/24/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
BC
Issued 04/29/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Howard Kleinman is the right advisor for you? Invested Better is here to help.
