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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Alden Copps is an investment advisor representative with Corient. Christopher has been working in the financial services industry since 1983. He has experience working with investment companies, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Christopher has previously held positions at PURSHE KAPLAN STERLING INVESTMENTS, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES INC., HAMBRECHT & QUIST LLC, PAINEWEBBER INCORPORATED, KIDDER, PEABODY & CO. INCORPORATED, SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED, FUNDING CAPITAL INC., HALL SECURITIES CORPORATION, and CALDER SECURITIES, INC. Christopher holds a Series 63, Series 65, Series 7, and Series 2 license.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
01/03/2025 - Present
Corient (NEWPORT BEACH CA)
CA
09/28/2015 - 05/25/2016
PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)
CA
11/27/2001 - 09/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
NY
02/01/2000 - 11/09/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
02/21/1997 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NJ
01/28/1995 - 02/28/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/26/1989 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
02/12/1987 - 06/09/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
06/02/1986 - 02/26/1987
FUNDING CAPITAL INC.
NA
12/17/1984 - 06/02/1986
HALL SECURITIES CORPORATION
NA
02/29/1984 - 12/11/1984
CALDER SECURITIES, INC.
NA
03/22/1983 - 02/16/1984
HALL SECURITIES CORPORATION
IA
Issued 02/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
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