Unclaimed
Elliot Felson Coplin is a financial advisor with P.j. Robb Variable, LLC. Elliot has been in the financial industry for 9 years, with experience at firms such as SAMMONS FINANCIAL NETWORK, LLC, THE O.N. EQUITY SALES COMPANY, and PRUCO SECURITIES, LLC. Elliot holds the Series 6, Series 63, and SIE 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.
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.
1
2
PA
08/30/2024 - Present
P.j. Robb Variable, LLC (HARRISBURG PA)
IA
03/18/2019 - 08/28/2024
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
OH
11/13/2015 - 02/12/2019
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NJ
05/13/2015 - 10/02/2015
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 05/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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