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 a financial advisor with Insigneo Advisory Services, LLC. Jeffrey has been in the financial services industry since 1972 and has a broad range of experience. Jeffrey is registered with the state of Florida. The Bay Wealth Group provides securities and advisory activities through Insigneo Securities and Insigneo Advisory Services.
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
04/19/2022 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
12/04/2015 - 07/09/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
06/01/2009 - 12/07/2015
MORGAN STANLEY (MIAMI FL)
FL
06/03/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
02/22/1995 - 06/19/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/01/1972 - 03/07/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/05/1982 - 04/25/1984
SHEARSON/AMERICAN EXPRESS INC.
NA
08/09/1972 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 09/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 08/01/1972
Series 000 - General Securities Principal Examination
BC
Issued 07/31/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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