Jeanne P. Klein
Professional summary
Jeanne Patrice Klein, who also goes by Jeanne Patrice Ryan, Jeanne Patricia Ryan, Jeanne Patrice Smith, is a registered financial professional currently at ALLIANCE-ONE INVESTMENTS, LLC located in Tulsa, Oklahoma.
Jeanne is registered as a RR (Registered Representative) and started their career in finance in 2007. Jeanne has worked at 5 firms and has passed the SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeanne Patrice Klein's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 31, 2019 - Present
ALLIANCE-ONE INVESTMENTS, LLC
Office #1: 4000 N Mingo Rd, Tulsa, OK 74116March 14, 2012 - January 2, 2015
NEW ENGLAND SECURITIES
March 14, 2012 - June 30, 2016
MSI FINANCIAL SERVICES, INC.
March 14, 2012 - October 31, 2019
METLIFE INVESTORS DISTRIBUTION COMPANY
April 30, 2007 - September 13, 2010
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025 / SEC#: , 8-69868
Contact information
Documents
Red Flags
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Company Information
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025Tulsa, OK 74116TRUST BUT VERIFY
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