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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Coppinger is a financial advisor with Cetera Investment Advisers LLC, a firm that specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Ellen has been in the financial services industry since 1997 and has a wide range of experience in helping clients achieve their financial goals. Ellen is a Certified Financial Planner and holds the Series 7, Series 6, and Series 63 licenses.
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.
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
TN
10/18/2017 - Present
Cetera Investment Advisers LLC (OAK RIDGE TN)
TN
01/20/2017 - 10/17/2017
LPL FINANCIAL LLC (OAK RIDGE TN)
TN
03/11/2011 - 01/25/2017
CUNA BROKERAGE SERVICES, INC. (OAK RIDGE TN)
TN
12/08/2009 - 02/11/2011
FOOTHILL SECURITIES, INC. (MARYVILLE TN)
TN
08/31/1999 - 04/06/2009
FIRST TENNESSEE BROKERAGE, INC. (MARYVILLE TN)
WI
02/01/1997 - 07/08/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
03/04/1996 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
BC
Issued 03/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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