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Daniel Jordan Klein is a financial advisor professional located in Creve Coeur, MO. They specialize in financial advisory. With over 30 years of experience, they bring deep expertise to every client.
Daniel Jordan Klein - Private Client Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Daniel Jordan Klein operates Private Client Services, LLC in Creve Coeur, Missouri, offering financial advisory services. With 30 years in the financial services industry, Klein brings extensive experience to private client work. The firm holds a FINRA CRD registration, which tracks regulatory history and qualifications in the securities industry. Prospective clients can verify credentials and background information through FINRA's public database using the CRD number 2549756.
A FINRA CRD (Central Registration Depository) number indicates that Daniel Jordan Klein is registered with the Financial Industry Regulatory Authority, the primary regulator overseeing securities brokers and advisors. This registration requires background checks, compliance training, and ongoing adherence to industry standards. Clients can use the CRD number to verify the advisor's registration status, employment history, and any disciplinary actions through FINRA's public BrokerCheck database, providing transparency into the advisor's regulatory standing and qualifications in securities and investment services.