Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Patrice Klein is a financial advisor who has been in the industry for over 15 years. Jeanne currently works at Alliance-ONE Investments, LLC. Previously Jeanne worked at METLIFE INVESTORS DISTRIBUTION COMPANY, METLIFE SECURITIES, INC, NEW ENGLAND SECURITIES and PRINCOR FINANCIAL SERVICES CORPORATION. Jeanne is Series 6 and SIE licensed and is active in the state of Oklahoma.
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.
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.
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2
OK
10/31/2019 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
IA
03/14/2012 - 10/31/2019
METLIFE INVESTORS DISTRIBUTION COMPANY (West Des Moines IA)
IA
03/14/2012 - 06/30/2016
METLIFE SECURITIES, INC (WEST DES MOINES IA)
IA
03/14/2012 - 01/02/2015
NEW ENGLAND SECURITIES (WEST DES MOINES IA)
IA
04/30/2007 - 09/13/2010
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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