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Michael Klein

Newedge Advisors

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About Michael Klein

Michael Klein is a financial advisor with Newedge Advisors. Michael has been in the financial services industry for over 4 years. Michael provides financial planning, pension consulting, and portfolio management for individuals and businesses. Michael is registered with the state of California and holds Series 63, Series 65, Series 7TO, and SIE licenses. Michael also has experience in real estate and insurance.

Firm Information

Michael Klein is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Klein’s Registration & Firm History

LA

07/23/2021 - Present

Newedge Advisors (NEW ORLEANS LA)

CA

08/26/2020 - 08/04/2021

LPL FINANCIAL LLC (SEAL BEACH CA)

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Licenses & Designations

BC

Issued 11/20/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/24/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Klein.
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