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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mark Klinger is a financial advisor with over 23 years of experience in the industry. Jeffrey has held positions at several prominent firms, including Lehman Brothers Inc., Credit Suisse Securities (USA) LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey currently works at UBS Financial Services Inc. as a registered representative. Jeffrey holds the Series 7, Series 63, and Series 66 licenses. Jeffrey's expertise includes providing financial planning, portfolio management, and investment advisory services for individuals, corporations, and institutions. Jeffrey is registered in 37 states and the District of Columbia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NV
01/20/2023 - Present
UBS Financial Services Inc. (Incline Village NV)
NV
11/15/2013 - 01/23/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)
CA
09/17/2008 - 12/09/2013
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
06/28/2000 - 09/24/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
BOTH
Issued 3/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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