Jeffrey Klein

Independent Branch Leader and Financial Consultant

+1 919-379-0191

Financial credentials

  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

24 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
  • Senior Regional Director, Integrity Viking Funds, 2021-2023
  • Regional Vice President, Nationwide Financial, 2007-2021
  • Regional Vice President, Transamerica Capital, 1998-2007

Education

  • Iona University, BA Marketing

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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