Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Niklas? Claim Your ProfileNiklas Kloepfer is a financial professional with over 10 years of experience in the industry. Niklas is currently registered with RBC Capital Markets, LLC and has a Series 24, Series 79, Series 63 and SIE licenses. Niklas has previously worked at J.P. Morgan Securities LLC. Niklas specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services to a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NY
05/03/2023 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
09/11/2012 - 05/16/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 09/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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