Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Copsey is a registered representative with Titan, a broker-dealer, and an investment advisor representative with Titan Global Capital Management USA LLC. Allison has been in the financial industry since July 2021 and has experience in various roles, including at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and Raymond James. Allison holds a Series 66 license and is registered in New York. Allison's specializations include providing financial planning and portfolio management services to individuals.
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.
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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NY
01/15/2025 - Present
Titan (NEW YORK NY)
Active
Inactive
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