personimage

James M. Klein, CFA,CIC

Meritage Portfolio Management, Inc.

Financial Planner in Santa Ana, CA

Address:
200 Sandpointe Ave, Ste 310
Santa Ana, CA 92707
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About James M. Klein

James Klein is a financial professional at Meritage Portfolio Management, Inc. located in Santa Ana, California. James Klein holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

James Klein provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

James Klein
200 Sandpointe Ave, Ste 310
Santa Ana, CA 92707

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for James M. Klein

Looking for a financial advisor located near Santa Ana, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.