JK
CFP
JK
CFP
Jeffrey Klauenberg
42 Years of Experience
Laurel, MD
1 DisclosureBrokerSells Insurance
Jeffrey Klauenberg is a CFP-designated registered investment advisor, based in Laurel, MD, with 42 years of industry experience.
Location
14502 Greenview, Suite 208, Laurel, MD, 20708
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2016Closed-No Action
Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent selling life, long-term care, and health insurance since 2005. He also prepares taxes and is a short-term health representative, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Corecap Advisors
June 2014 - Present · 12 yrs 1 mo
Corecap Investments, LLCBroker
June 2014 - Present · 12 yrs 1 mo
Previous Registrations
Questar Capital CorporationBroker
December 2006 - June 2014 · 7 yrs 6 mos
Questar Asset Management, INC.
June 2006 - June 2014 · 8 yrs
Usallianz Securities, INC.Broker
January 2006 - December 2006 · 11 mos
Raymond James Financial Services
March 2004 - December 2005 · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
February 2004 - December 2005 · 1 yr 10 mos
Walnut Street Securities, INC.Broker
August 2003 - March 2004 · 7 mos
Walnut Street Securities, INC.
August 2003 - March 2004 · 7 mos
Nathan & Lewis Securities, INC.
September 2001 - August 2003 · 1 yr 11 mos
Nathan & Lewis Securities, INC.Broker
September 2001 - August 2003 · 1 yr 11 mos
Multi-Financial Securities CorporationBroker
June 1998 - September 2001 · 3 yrs 3 mos
Financial Network Investment CorporationBroker
March 1997 - June 1998 · 1 yr 3 mos
International Money Management Group, INC.Broker
May 1991 - March 1997 · 5 yrs 10 mos
Calvert Securities CorporationBroker
February 1991 - April 1991 · 2 mos
International Money Management Group, INC.Broker
February 1990 - February 1991 · 1 yr
Sunamerica Securities, INC.Broker
June 1989 - February 1990 · 8 mos
Southmark Financial Services, INC.Broker
July 1987 - June 1989 · 1 yr 11 mos
Pw Securities, INC.Broker
April 1983 - July 1987 · 4 yrs 3 mos
State Registrations24 states
AZCACODCDEFLGAIDILMDMIMONCNVNYOHPASCSDTNTXVAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.