Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Nicole Kopacki is a registered representative at HSBC Securities (USA) Inc. Ashley has been in the securities industry since May 2017. Prior to joining HSBC Securities (USA) Inc., Ashley was employed by First Republic Securities Company, LLC. Ashley holds a Series 66, Series 7, and SIE license. Ashley has been a registered investment advisor representative since February 2018. Ashley's current registration is with the state of New Jersey. Ashley provides asset allocation recommendations and based upon such recommendations, 3rd party advisors manage assets pursuant to client approval.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/23/2018 - Present
Hsbc Securities (usa) Inc. (NEW YORK CITY NY)
NY
07/13/2015 - 04/06/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
BOTH
Issued 11/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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