Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Joseph Koproski is a financial advisor with Independent Financial Partners. Craig has been in the financial services industry since May 1998. He is registered as a broker-dealer in Connecticut and Florida, and as an investment advisor representative in Connecticut and Florida. Craig holds the Series 63, Series 65, and Series 7 securities licenses. Craig's specializations include Retirement planning, Education planning, Insurance planning, Estate planning, and Long-term care planning. Craig also provides financial planning, pension consulting, educational seminars, and non-discretionary investment advice.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
10/26/2021 - Present
Independent Financial Partners (Jacksonville Beach FL)
IL
09/16/2011 - 08/20/2020
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
CT
12/01/2005 - 08/08/2011
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
02/25/1997 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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