Unclaimed
Angela Klopsis is a financial advisor with Santander Securities LLC. Angela has over 13 years of experience in the financial services industry. She is licensed to sell securities in New Jersey. Angela holds the Series 6 and SIE licenses. Angela focuses on helping individuals and businesses develop and execute their financial goals.
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.
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.
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2
NJ
09/19/2012 - Present
Santander Securities LLC (Hazlet NJ)
NJ
03/15/2011 - 09/19/2012
LPL FINANCIAL LLC (HOLMDEL NJ)
BC
Issued 04/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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