Unclaimed
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 who has been in the industry since June 27, 2000. Jeffrey is currently registered with UBS Financial Services Inc. and is licensed to provide investment advice in California, Nevada, and Texas. Jeffrey is also registered with the Securities Industry and Financial Markets Association (FINRA) as a Registered Representative and Investment Adviser Representative. Prior to joining UBS Financial Services Inc., Jeffrey worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse Securities (USA) LLC, and Lehman Brothers Inc. Jeffrey specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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 03/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
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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