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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Richard Kloss has been an active financial professional since December 1996. Robert Kloss is currently registered with LPL Financial LLC. Previously, Robert Kloss was registered with Park Avenue Securities LLC, Ameritas Investment Corp., The Advisors Group, Inc., Copeland Equities, Inc., The Advisors Group, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert Kloss is licensed in 24 states and holds a Series 7, Series 63, Series 65 and Series 66 license. Robert Kloss specializes in providing financial advice and services to individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
12/07/2007 - Present
LPL Financial LLC (MCLEAN VA)
MD
12/19/2003 - 12/21/2007
PARK AVENUE SECURITIES LLC (BETHESDA MD)
NE
10/31/2003 - 12/11/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
12/22/1998 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
04/02/1997 - 05/07/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
MD
07/02/1996 - 04/02/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
MN
03/11/1996 - 05/10/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/11/1996 - 05/10/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/24/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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