Harlan Phillip Kleiman
Professional Summary
Harlan Phillip Kleiman, who also goes by Harlan P Kleiman, was a registered financial advisor. Harlan was a previously registered financial professional and started their career in finance 1995 - 2013. Harlan had worked at 3 firms and has passed the Series 63, Series 7, Series 62 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Harlan P Kleiman
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Videos & Posts
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
31 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
SHORELINE PACIFIC, LLC
Contact Information
Established
California since 08/28/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed May 1995Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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