Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Kopinski is a financial advisor with Stifel, Nicolaus & Company, Inc. based in San Antonio, Texas. Dane is a veteran in the financial industry with extensive experience. Dane holds several licenses and certifications, including Series 7, 52, 50, 53, and 63. Dane specializes in a variety of investment areas, including portfolio management for individuals, businesses, and pooled investment vehicles. Dane is also experienced in financial planning, pension consulting, and providing educational seminars to clients. Before joining Stifel, Nicolaus & Company, Inc., Dane was affiliated with E.J. DE LA ROSA & CO., INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/01/2014 - Present
Stifel, Nicolaus & Company, Inc. (SAN ANTONIO TX)
CA
06/24/2009 - 04/23/2014
E.J. DE LA ROSA & CO., INC. (SAN FRANCISCO CA)
BC
Issued 07/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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