Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Klein has been in the financial industry since June 1998. Michael is a Registered Representative with State Farm Investment Management Corp. and is licensed in California and Colorado. Michael specializes in investment advisory services and portfolio management for individuals and investment companies. Michael also holds the Series 6 and Series 63 licenses and the SIE exam. Michael is a Chartered Financial Consultant and also owns Michael 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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CA
04/05/2023 - Present
State Farm Investment Management Corp. (Sunnyvale CA)
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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