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Alyssa M Klein is a financial_advisor professional located in New Orleans, LA. They specialize in financial advisory. With over 10 years of experience, they bring deep expertise to every client.
Alyssa M Klein - Raymond James & Associates, Inc. holds an active professional license (FINRA CRD) for your protection.
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Alyssa M Klein is a financial advisor based in New Orleans, Louisiana, operating with Raymond James & Associates, Inc. With 10 years in the financial services industry, Klein brings experience in wealth management and investment guidance. She holds a FINRA CRD registration, which governs her practice in securities and investment advisory services. Clients seeking financial planning or investment advice can consult with Klein regarding their portfolio needs and long-term financial goals.
A FINRA CRD (Central Registration Depository) registration indicates that Alyssa M Klein is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for U.S. brokers and dealers. This registration means she is authorized to offer securities and investment advisory services and is subject to FINRA's regulatory oversight, compliance requirements, and continuing education standards. The registration number (6253476) is publicly verifiable and tracks her professional history, qualifications, and any disciplinary actions in the securities industry.