Unclaimed
Christina Koepke is a financial advisor at American Portfolios Financial Services, Inc., a firm headquartered in Massapequa, New York. Christina has been in the industry since August 2004, providing financial guidance to clients in the New York area.
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.
1
2
NY
08/13/2004 - Present
American Portfolios Financial Services, Inc. (MASSAPEQUA NY)
BC
Issued 11/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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