Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniel Klein is a financial advisor with LPL Financial LLC. Jacob has been in the industry since January 14, 2006. He is licensed in 13 states, including Washington, Oregon, California, Texas and Arizona. Jacob is also a registered representative of LPL Financial LLC. He has a Series 7 and Series 66 license, and he is also registered with FINRA and the state of Washington. Jacob specializes in providing financial planning and investment management services to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals.
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.
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2
WA
02/14/2018 - Present
LPL Financial LLC (RENTON WA)
WA
03/22/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (RENTON WA)
WA
09/30/2008 - 03/23/2010
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
WA
01/01/2006 - 09/16/2008
EDWARD JONES (BELLEVUE WA)
BOTH
Issued 03/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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