Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Klippel is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since January 28, 2020. Allen has experience in providing financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Allen is a registered representative in Arizona and Texas and holds Series 3, 7, 30, 31 and 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
AZ
10/22/2024 - Present
J.p. Morgan Securities LLC (SCOTTSDALE AZ)
UT
05/12/2021 - 03/04/2022
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
MO
11/06/2019 - 03/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRONTENAC MO)
BOTH
Issued 01/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2019
Series 30 - NFA Branch Manager Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2018
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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