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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Klopman is an investment advisor representative who has been in the financial industry since 2006. Jason Klopman is currently registered with XML Financial Group, where Jason Klopman holds the title of Registered Representative. Prior to that, Jason Klopman was affiliated with LPL Financial LLC in Rockville, MD. Jason Klopman has passed the Uniform Combined State Law Examination (Series 66) and the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Jason Klopman specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Jason Klopman works with individuals, corporations or other businesses, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
10/01/2016 - Present
XML Financial Group (BETHESDA MD)
MD
10/04/2006 - 10/13/2016
LPL FINANCIAL LLC (ROCKVILLE MD)
BOTH
Issued 10/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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