Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Kloss has been in the industry since 1989 and is currently registered as an Investment Advisor Representative with Global Retirement Partners LLC. Stephen's past experience includes roles at NRP FINANCIAL, INC., PRINCOR FINANCIAL SERVICES CORPORATION, METROPOLITAN LIFE INSURANCE COMPANY, METLIFE SECURITIES INC. and UR FINANCIAL, INC. Stephen is licensed to provide financial and investment advice in Ohio and is committed to providing clients with personalized guidance and strategies.
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.
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
OH
02/08/2017 - Present
Global Retirement Partners LLC (Cleveland OH)
OH
10/05/2009 - 11/30/2010
NRP FINANCIAL, INC. (CLEVELAND OH)
OH
02/05/2002 - 11/18/2008
PRINCOR FINANCIAL SERVICES CORPORATION (STRONGSVILLE OH)
NY
05/02/1990 - 10/26/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 10/26/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
04/13/1988 - 04/25/1990
UR FINANCIAL, INC.
BOTH
Issued 09/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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