Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duke? Claim Your ProfileDuke Paterson Cope is a financial advisor who specializes in providing financial planning and portfolio management services to individuals. Duke has over 30 years of experience in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 3, and Series 65 licenses. Duke is currently registered with Cope Private Wealth, a firm based in Birmingham, Alabama. He previously worked at Raymond James & Associates, Inc. and Private Client Services, LLC. Duke is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
01/05/2021 - Present
Cope Private Wealth (BIRMINGHAM AL)
AL
11/15/2018 - 11/16/2020
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
AL
04/17/2015 - 11/15/2018
PROSPERA FINANCIAL SERVICES, INC. (Birmingham AL)
AL
02/13/2013 - 04/22/2015
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM AL)
AL
10/17/1995 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
NY
04/26/1993 - 10/23/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/07/1992 - 05/18/1993
LEHMAN BROTHERS INC.
NY
12/13/1991 - 05/18/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
GA
10/15/1990 - 01/20/1992
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NY
10/19/1988 - 10/22/1990
J.C. BRADFORD & CO. (NEW YORK NY)
NA
06/18/1987 - 10/31/1988
GEORGE M. WOOD & COMPANY, INC.
IA
Issued 06/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1992
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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