Claudette Gonzalez Klein

Current Employers

Employment History

• 01/1991 → Present
  Klein Financial
  Palo Alto, CA
• 04/1998 → Present
  Ameritas Investment Corp.
  Palo Alto, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 04/2018 → Present
  Claudette Klein Inc
  Palo Alto, CA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS * NOTARY PUBLIC; SAME AS BRANCH; NON-INV REL; NOTARIZING DOCUMENTS FOR CLIENTS FOR ROLLOVER PROCESS; NOTARY PUBLIC; START DATE=10/2004; HRS/MO=1; TRADING HRS/MO=0; ACKNOWLEDGING DOCUMENTS AND PUTTING MY NOTARY SEAL * KLEIN FINANCIAL: SAME AS BRANCH; INV REL; INSURANCE; OWNER; START DATE=01/1991; HRS/MO=30; TRADING HRS/MO=0; SELF-EMPLOYED INSURANCE AGENT * CLAUDETTE KLEIN INC; SAME AS BRANCH; INV-REL; S CORP FOR LIFE AND HEALTH INSURANCE; OWNER; START DATE=04/2018; HRS/MO=20; TRADING HRS/MO=20; SOLE OWNER * Nextdoor; same as residence; non-inv rel; selling second-hand goods; Seller; start date=01/2023; hrs/mo=1; trading hrs/mo=1; selling goods

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-19

Designations

Other Names

• Claudia Klein