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Comprehensive Portfolio Tracker
Comprehensive Portfolio Tracker allows you to easily view consolidated and in-depth reports of all your investment accounts, regardless of where they are held. It is designed to increase productivity, enhance the financial planning process and can be accessed from anywhere in the world through our secure website. Use of this link requires a separate username and password. Please contact our office on (212) 867-7647 for assistance with registration.

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Klingman & Associates, LLC  |  1133 Avenue of the Americas  |  Suite 2725  |  New York, NY 10036  |  Phone: 212-867-7647  |  Fax: 212-752-2150  |  Privacy Policy  |  Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. © 2009 Raymond James Financial Services, Inc., member FINRA / SIPC