Unclaimed
Douglas Charles Coppola is a financial advisor at Crown Wealth Group LLC, located in CHARLOTTE, NC. Douglas Coppola has been in the financial industry for over 30 years. Douglas Coppola's previous experience includes roles at CORINTHIAN PARTNERS, L.L.C., RAYMOND JAMES FINANCIAL SERVICES, INC., BEAR WAGNER SPECIALISTS LLC, CITIGROUP GLOBAL MARKETS INC., CIBC WORLD MARKETS CORP., CIBC OPPENHEIMER CORP., ALEX. BROWN & SONS INCORPORATED, NATIONAL FINANCIAL SERVICES CORPORATION, CS FIRST BOSTON CORPORATION, MORGAN STANLEY & CO., INCORPORATED, and GOLDMAN, SACHS & CO.. Douglas Coppola is currently registered with the state of North Carolina and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
On-going financial planning/ personal cfo services/estate planning
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.
Selection of other advisers
1
2
NC
10/11/2019 - Present
Crown Wealth Group LLC (CHARLOTTE NC)
NY
11/11/2013 - 09/29/2014
CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)
NC
05/20/2005 - 11/03/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHAPEL HILL NC)
NY
06/04/2004 - 02/08/2005
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
01/22/2001 - 05/13/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/06/1998 - 01/29/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/02/1995 - 05/18/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NA
01/11/1993 - 08/07/1995
ALEX. BROWN & SONS INCORPORATED
MA
07/25/1988 - 01/18/1991
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
NA
06/01/1984 - 05/10/1988
CS FIRST BOSTON CORPORATION
NA
02/27/1980 - 06/13/1984
MORGAN STANLEY & CO., INCORPORATED
NA
03/16/1979 - 02/27/1980
MORGAN STANLEY & CO., INCORPORATED
NA
03/01/1977 - 01/16/1978
GOLDMAN, SACHS & CO.
BC
Issued 01/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/20/1988
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/1988
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/1983
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/27/1977
PC - AMEX Put and Call Exam
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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