Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Klein is a financial advisor who has been active in the industry since October 24, 2016. Michael is registered with Bleakley Financial Group, LLC in Connecticut, Florida, Georgia, New Jersey, New York, Pennsylvania, and Texas. Michael is also licensed to conduct business in New Jersey and New York. Michael is Series 66, Series 7, and SIE certified. Michael has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Michael specializes in financial planning, pension consulting, portfolio management, and providing investment advisory services through Bleakley Financial Group, LLC, an independent investment advisor firm.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-investment consulting/implementation services
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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2
NJ
07/05/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
BOTH
Issued 05/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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