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Douglas John Kopitsch

Pacific Select Distributors, LLC

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About Douglas John Kopitsch

Douglas John Kopitsch has been a registered representative since October 1990. Douglas is currently registered with Pacific Select Distributors, LLC. Prior to this, Douglas worked at CUNA Brokerage Services, Inc., Prudential Annuities Distributors, Inc, Wachovia Securities, LLC, Evergreen Investment Services, Inc., First Union Brokerage Services, Inc., and The Dreyfus Service Corporation. Douglas's areas of focus include General Securities Representative and Investment Company Products/Variable Contracts.

Firm Information

Douglas Kopitsch is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Douglas Kopitsch’s Registration & Firm History

CA

05/19/2017 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

IA

01/24/2017 - 05/19/2017

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

CT

10/13/2008 - 11/09/2016

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

NC

01/01/2007 - 10/02/2008

WACHOVIA SECURITIES, LLC (CHARLOTTE NC)

NC

04/04/2000 - 01/11/2005

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

09/03/1997 - 03/29/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NA

02/02/1996 - 08/13/1997

FIRST UNION BROKERAGE SERVICES, INC.

NC

11/16/1994 - 08/13/1997

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

10/19/1990 - 08/12/1994

THE DREYFUS SERVICE CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2001

Series 24 - General Securities Principal Examination

BC

Issued 03/31/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/17/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Douglas John Kopitsch.
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