Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Coppola is a financial advisor with Capstone Partners, based in Irvine, California. He is licensed to sell securities in California and has experience in investment banking. Brandon Coppola holds the Series 79 and Series 63 licenses. He joined Capstone Partners in February 2020 and prior to that was with M&A Securities Group, Inc. in Kansas City, Missouri.
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.
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.
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2
CA
02/28/2020 - Present
Capstone Partners (Irvine CA)
MO
10/30/2018 - 02/04/2020
M&A SECURITIES GROUP, INC. (KANSAS CITY MO)
BC
Issued 01/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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