DANIEL JOSEPH KLEIN is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with LOCKSHIELD PARTNERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| LOCKSHIELD PARTNERS, INC. | 2015-05-29 | present | Yes |
| LPL FINANCIAL LLC | 2011-07-05 | 2015-05-04 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2003-10-28 | 2011-07-05 | — |