Joel Kleiner
Professional Summary
Joel Kleiner is a registered financial advisor currently at PLURAL BROKERAGE LLC located in Miami Beach, Florida and FARKAS CAPITAL located in Miami Beach, Florida. Joel is registered as a RR (Registered Representative) and started their career in finance in 2024. Joel has worked at 8 firms and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
ANNATTO LLC
Contact Information
Main Address
80 Stone Pine Rd Office 120 - Aristo, Half Moon Bay, CA 94019Mailing Address
80 Stone Pine Rd Office 120 - Aristo, Half Moon Bay, CA 94019Phone Number
(925) 787-8593Established
New York since 01/03/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
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Other business activities
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.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joel Kleiner's CRS (Customer Relationship Summary).
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