Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Adam Klein is a financial advisor who is currently registered with MML Investors Services, LLC. Jason has been in the financial industry since 1999. Jason is registered in 23 states and has held previous positions with MSI Financial Services, Inc., MML Investors Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Brown & Company Securities Corporation, and Dean Witter Reynolds Inc. Jason specializes in providing financial planning, asset allocation programs, portfolio management for individuals and businesses, and pension consulting services. Jason also coaches youth sports teams and is an insurance broker.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
04/24/2017 - Present
MML Investors Services, LLC (New York NY)
NY
08/15/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
03/19/2004 - 08/02/2007
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
01/04/2000 - 06/30/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
06/17/1999 - 11/26/1999
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
12/10/1998 - 06/07/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 12/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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