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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Klein is an Investment Advisor Representative at Change Wealth Advisors, located in Anchorage, AK. Thomas is a Certified Flight Instructor and has experience in the financial services industry. Thomas holds a Series 65 license and has been in the industry for over 10 years. The firm specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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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AK
05/03/2024 - Present
Change Wealth Advisors (ANCHORAGE AK)
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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