Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deanna? Claim Your ProfileDeanna Coppola is a registered representative with Key Investment Services LLC. Deanna has been in the industry since March 30, 2023, and is licensed in New York. Deanna Coppola has passed the Series 6TO, SIE and Series 63 examinations. She specializes in portfolio management for individuals and selection of other advisors. Deanna Coppola is located at 1941 ROUTE 52 in HOPEWELL JUNCTION, NY.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
03/31/2023 - Present
KEY Investment Services LLC (HOPEWELL JUNCTION NY)
BC
Issued 04/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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