linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rebecca Ann Klopp

First Trust Portfolios LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rebecca? Claim Your Profile

About Rebecca Ann Klopp

Rebecca Klopp has been in the financial industry since May 1996. Rebecca is currently registered with the state of Illinois. Rebecca works at First Trust Portfolios LP. Rebecca holds the Series 6, Series 63, and SIE licenses. Rebecca is located at 120 E. Liberty Drive Suite 400 Wheaton, IL 60187.

Firm Information

Rebecca Klopp is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rebecca Klopp’s Registration & Firm History

IL

05/15/1996 - Present

First Trust Portfolios LP (WHEATON IL)

Not sure if Rebecca Ann Klopp is right for you?

Licenses & Designations

BC

Issued 05/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca Ann Klopp.
Not sure if Rebecca Ann Klopp is right for you?