Unclaimed
Beth Kljajic is a financial advisor who is currently registered with J.p. Morgan Securities LLC. Beth has been in the industry since 2018 and has a diverse background in financial services. She has previously worked at HORACE MANN INVESTORS, INC., MML INVESTORS SERVICES, LLC, NYLIFE SECURITIES LLC, and PRUCO SECURITIES, LLC. Beth's primary area of expertise is in providing financial advice to individuals and businesses. Beth is licensed to provide financial advice in California, Florida, and Illinois.
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
1
2
IL
05/23/2023 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
11/23/2020 - 04/01/2021
HORACE MANN INVESTORS, INC. (Chicago IL)
IL
10/07/2019 - 09/04/2020
MML INVESTORS SERVICES, LLC (CHICAGO IL)
IL
06/19/2018 - 10/04/2019
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
IL
03/19/2018 - 04/05/2018
PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)
BC
Issued 07/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Beth Kljajic is the right advisor for you? Invested Better is here to help.