Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Milgram Klein is an Investment Advisor Representative at Meritage Portfolio Management, Inc. James is a Chartered Financial Analyst and Chartered Investment Counselor. James has been in the industry since July 1991 and is registered with the state of Kansas. James has experience in providing financial planning, pension consulting and portfolio management services for individuals, businesses, pooled investment vehicles and charitable organizations.
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.
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.
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KS
07/09/1991 - Present
Meritage Portfolio Management, Inc. (OVERLAND PARK KS)
Active
Inactive
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