Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Kopp is a financial advisor who has been in the industry since 2001. Craig currently works for Merrill Lynch, Pierce, Fenner & Smith Inc., and holds licenses in multiple states. Craig specializes in portfolio management for both individuals and businesses, as well as pension consulting. In the past, Craig has worked for other financial institutions, including Fifth Third Securities, Charles Schwab & Co., PNC Investments, and Janney Montgomery Scott LLC. Craig is committed to providing clients with the highest level of service and expertise.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/02/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLANDO FL)
FL
01/24/2011 - 08/12/2011
FIFTH THIRD SECURITIES, INC. (OVIEDO FL)
FL
07/07/2010 - 01/31/2011
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
FL
11/13/2009 - 02/09/2010
PNC INVESTMENTS (ORANGE CITY FL)
FL
12/10/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (DELTONA FL)
FL
08/28/2007 - 12/05/2007
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
IA
01/03/2005 - 11/08/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AL
01/23/2002 - 07/27/2004
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
TX
03/21/2000 - 01/22/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
PA
05/06/1999 - 03/20/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MD
01/27/1998 - 03/02/1998
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
CO
09/30/1997 - 11/25/1997
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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