Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Klein is a registered investment advisor with State Farm Investment Management Corp. John is based out of Kenilworth, NJ. John has been in the industry since 2010, and has a Series 6, SIE and Series 63 license. In addition to being an investment advisor, John also owns an insurance agency, John Klein's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NJ
01/19/2022 - Present
State Farm Investment Management Corp. (Kenilworth NJ)
NJ
01/28/2011 - 08/02/2021
STATE FARM VP MANAGEMENT CORP. (PARSIPPANY NJ)
NY
12/24/2008 - 08/20/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
BC
Issued 01/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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