Unclaimed
Mack Kline is a financial advisor with over 10 years of experience in the financial services industry. Mack currently works for J.P. Morgan Institutional Investments Inc. and has been with the firm since 2012. Prior to this, Mack was with J.P. MORGAN SECURITIES LLC, from 2010-2012. Mack is registered to offer securities in 22 states. Mack is also licensed to sell commodities futures. Mack holds Series 3, 7, and 63 licenses, as well as a SIE exam.
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
NY
10/23/2012 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
12/07/2010 - 10/22/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 12/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2018
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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