Unclaimed
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 registered with Cetera Investment Advisers LLC. Ellen has been a financial advisor since 1997 and is a Certified Financial Planner. Ellen is also registered with the state of Tennessee and has passed the Series 6, Series 7, and SIE exams. Ellen is licensed to provide financial advice to individuals, businesses, corporations, pension plans, and charitable organizations. Ellen has experience working with First Tennessee Brokerage, Inc., Foothill Securities, Inc., CUNA Brokerage Services, Inc., and LPL FINANCIAL LLC.
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 3/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 3/1/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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