Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Scott Klein is a financial advisor with Cetera Investment Advisers LLC. Jason has been working in the financial services industry since February 16, 2009 and is registered with FINRA, as well as in 27 states. Jason has earned the Certified Financial Planner and Chartered Financial Consultant designations. Jason specializes in providing financial planning, pension consulting, and educational seminars. Jason also provides portfolio management services for individuals and businesses.
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.
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.
1
2
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (PARSIPPANY NJ)
NJ
02/09/2011 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
CT
09/01/2000 - 11/30/2000
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
TX
12/10/1998 - 08/31/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CT
01/01/1999 - 04/12/1999
MAYER & SCHWEITZER, INC. (STAMFORD CT)
BOTH
Issued 02/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
Not sure Jason Klein is the right advisor for you? Invested Better is here to help.
