Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coppage is a financial advisor with Raymond James Financial Services Advisors, Inc. David has been in the industry since 1997. David is registered in Kentucky, Texas, California, Florida, Illinois, Indiana, Massachusetts, Ohio, Pennsylvania and Texas. David holds the Series 6, 7, 63 and 65 licenses, as well as the SIE designation. David is a Certified Financial Planner. In addition to his role with Raymond James Financial Services Advisors, Inc., David is also the owner of Coppage Wealth Management LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
05/20/2013 - Present
Raymond James Financial Services Advisors, Inc. (FLORENCE KY)
KY
01/30/2004 - 12/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
OH
05/13/2002 - 02/17/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
06/05/2001 - 12/21/2001
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
OH
03/27/1999 - 01/22/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
03/07/1997 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
11/02/1994 - 05/08/1995
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 04/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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