Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brandon Kline is an investment advisor representative with Insigneo Advisory Services, LLC based in Cutler Bay, FL. Jeffrey has been in the financial services industry for 25 years and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jeffrey's expertise includes providing financial advice and investment management services for individuals, corporations, and other businesses. Jeffrey is also licensed to sell securities in Connecticut, Florida, New Jersey, New York, and South Carolina.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
08/05/2021 - Present
Insigneo Advisory Services, LLC (Cutler Bay FL)
FL
12/04/2015 - 07/29/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
06/01/2009 - 12/07/2015
MORGAN STANLEY (MIAMI FL)
FL
05/31/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
12/02/1998 - 06/19/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Kline is the right advisor for you? Invested Better is here to help.
