linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Thomas Koppenheffer

Dealerweb Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Thomas Koppenheffer

Christopher Koppenheffer is a financial professional with over 18 years of experience in the industry. Christopher is currently registered with Dealerweb Inc., where Christopher has been employed since 2021. Before that, Christopher held positions at ICAP Securities USA LLC, Jefferies LLC, Bear, Stearns & Co. Inc., Dresdner Kleinwort Wasserstein Securities LLC, RBS Greenwich Capital, and NatWest Securities Corporation. Christopher holds FINRA Series 3, 7, 30, and 63 licenses, as well as the SIE.

Firm Information

Christopher Koppenheffer is currently registered with Dealerweb Inc.. Dealerweb Inc. is a corporation formed on December 12, 1975. The firm is registered in California, Florida, New Jersey, and New York and is also registered with the SEC. The firm has been involved in 7 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

102

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Koppenheffer’s Registration & Firm History

NJ

09/28/2021 - Present

Dealerweb Inc. (Jersey City NJ)

NY

03/03/2016 - 09/30/2021

ICAP SECURITIES USA LLC (NEW YORK NY)

NY

04/29/2013 - 03/14/2016

JEFFERIES LLC (NEW YORK NY)

NY

03/10/2004 - 06/16/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

12/01/2003 - 03/09/2004

DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)

CT

01/08/1999 - 07/09/2003

RBS GREENWICH CAPITAL (STAMFORD CT)

NY

11/07/1997 - 11/18/1997

NATWEST SECURITIES CORPORATION (NEW YORK NY)

Not sure if Christopher Thomas Koppenheffer is right for you?

Licenses & Designations

BC

Issued 04/03/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2016

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2013

Series 3 - National Commodity Futures Examination

BC

Issued 11/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Thomas Koppenheffer.
Not sure if Christopher Thomas Koppenheffer is right for you?