Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Copeland is a financial advisor with Cetera Investment Services LLC, a firm that provides investment services to individuals and families. Chris Copeland is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the financial services industry since November 5, 2004. Chris Copeland holds the Series 6, Series 63 and SIE licenses. Chris Copeland is registered to sell securities in 11 states: California, Florida, Illinois, Indiana, Iowa, Kentucky, Michigan, New York, Ohio, South Carolina and West Virginia.
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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IN
06/20/2019 - Present
Cetera Investment Services LLC (INDIANAPOLIS IN)
IN
11/05/2004 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
BC
Issued 08/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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