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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Erin Klein is an Investment Advisor Representative associated with Cain, Watters & Associates, LLC. Jennifer has been in the industry since 2005 and has passed the Uniform Investment Adviser Law Examination (Series 65). She is a registered Investment Advisor in Texas and has held previous positions at Cain, Watters & Associates, P.L.L.C. in Plano, TX. In addition to their professional career, Jennifer has also been employed by Barre3 PLANO. Jennifer specializes in financial planning, portfolio management for individuals, portfolio management for investment companies, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
10/09/2018 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 07/25/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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