Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Klein has over 24 years of experience in the financial services industry. Jason is a Certified Financial Planner and Chartered Financial Consultant. Jason is currently registered with Cetera Investment Advisers LLC. Previously Jason was registered with Securian Financial Services, Inc., Schwab Capital Markets L.P., Charles Schwab & Co., Inc., and Mayer & Schweitzer, Inc. Jason has experience in providing portfolio management for businesses and individuals, as well as financial planning, pension consulting, and selection of other advisers. Jason is committed to helping 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.
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.
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2
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (MARTINSVILLE 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 2/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/8/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/4/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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