Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kline is a financial advisor with over five years of experience in the industry. Currently, Jeffrey Kline is registered with Capital One Securities, Inc. in New Orleans, LA. Jeffrey Kline also holds the Series 4, Series 7, Series 24, and Series 66 licenses.
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.
1
2
LA
11/28/2020 - Present
Capital ONE Securities, Inc. (NEW ORLEANS LA)
VA
01/16/2014 - 01/08/2019
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
BOTH
Issued 04/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2017
Series 4 - Registered Options Principal Examination
BC
Issued 09/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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