Profile
Mr. Bob B.
Klein, CPA, is Investment Committee Member at Focused Wealth Management, Inc.
Prior to joining Focused Wealth Management, Mr. Klein became a registered representative with Pirrone and Co. Inc., in 1998.
In October 2004 he joined Securities America and in March 2006 he became an Investment Advisor Representative with Passante Associates, LLC.
Mr. Klein obtained a BBA from the Bernard M.
Baruch School of Business of the City College of NY in 1963 and an MPA from the Rockefeller College of SUNY at Albany in 1966.
He also holds CPA.
Former positions of Bob Klein
| Companies | Position | End |
|---|---|---|
Securities America, Inc.
 Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Corporate Officer/Principal | - |
| Passante Associates LLC | Corporate Officer/Principal | - |
Training of Bob Klein
| City University of New York | Undergraduate Degree |
| State University of New York at Albany | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Finance |
| Passante Associates LLC | Finance |
- Stock Market
- Insiders
- Bob Klein
