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Paul Jan Kline

Blackrock Investments, LLC

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About Paul Jan Kline

Paul Kline is a financial advisor with over 25 years of experience in the industry. Paul is currently registered with Blackrock Investments, LLC and has held previous registrations with BANC of AMERICA SECURITIES LLC and BANCAMERICA SECURITIES, INC.. Paul is licensed in all 50 states and the District of Columbia, and is a Series 7 and Series 63 licensed professional. Paul's dedication to his clients and his industry expertise make him a valuable asset to Blackrock Investments, LLC.

Firm Information

Paul Kline is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

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.

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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Paul Kline’s Registration & Firm History

CA

06/11/2004 - Present

Blackrock Investments, LLC (SAN FRANCISCO CA)

NY

10/01/1998 - 11/17/2003

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

02/15/1995 - 10/01/1998

BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 02/23/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Jan Kline.
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