DANIEL STEWART KLEIN is an investment adviser representative (IAR) with state registration records since 1998, appearing at 5 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2024-03-21 | present | Yes |
| PACIFIC WEST FINANCIAL CONSULTANTS INC | 2010-09-03 | 2012-02-28 | — |
| CROWELL, WEEDON & CO. | 2008-01-17 | 2010-09-16 | — |
| PRIVATE ASSET MANAGEMENT INC | 2004-10-05 | 2007-10-08 | — |
| CHARLES SCHWAB & CO., INC. | 1998-12-10 | 2004-10-13 | — |