Unclaimed
Jeffrey Edward Klopfer is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Jeffrey Klopfer has been in the financial services industry since January 16, 1995. Jeffrey Klopfer is licensed in Colorado and Maine. Jeffrey Klopfer's current location is in Denver, CO, working from the Tiaa-Cref Individual & Institutional Services, LLC branch office at 1670 Broadway, Suite 2200, Denver Hub.
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.
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.
Compensation from affiliates
1
2
CO
12/17/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
04/23/2008 - 12/17/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
11/12/1993 - 02/09/2007
JANUS DISTRIBUTORS LLC (DENVER CO)
NY
07/09/1993 - 07/15/1993
FOSTER JEFFRIES CO., INC. (WESTBURY NY)
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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