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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn J. Klein is a financial advisor with Fisher Retirement Solutions LLC, located in PLANO, TX. John Klein has been in the industry since 2006 and has experience working with a variety of clients, including individuals, families, and businesses. John Klein provides financial advice and investment management services. His areas of expertise include investment management, retirement planning, and estate planning. He is committed to helping his clients achieve their financial goals and aspirations.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
07/02/2024 - Present
Fisher Retirement Solutions LLC (PLANO TX)
FL
07/20/2012 - 01/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
IL
12/14/2006 - 05/06/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
02/09/2006 - 11/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (CHICAGO IL)
BOTH
Issued 08/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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