linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Erik D Copeland

THE Leaders Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Erik? Claim Your Profile

About Erik D Copeland

Erik Copeland is a financial advisor with over 20 years of experience in the financial services industry. Erik currently holds a Series 7, Series 6, and Series 63 license and is registered to offer securities in six states. Erik has been with The Leaders Group, Inc. since 2019 and has a strong track record of helping clients achieve their financial goals. Prior to joining The Leaders Group, Inc., Erik worked with Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and U.S. Bancorp Investments, Inc. Erik is committed to providing personalized financial advice and guidance to help his clients make informed decisions about their financial future.

Firm Information

Erik Copeland is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Erik Copeland’s Registration & Firm History

CO

10/02/2019 - Present

THE Leaders Group, Inc. (LITTLETON CO)

WA

05/30/2014 - 10/16/2019

WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)

WA

04/23/2010 - 05/19/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

WA

12/14/2004 - 03/16/2010

U.S. BANCORP INVESTMENTS, INC. (SEATTLE WA)

PA

09/30/2003 - 01/12/2005

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NY

06/20/2001 - 10/03/2003

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

04/25/2002 - 10/02/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

MA

03/24/1999 - 06/05/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

Not sure if Erik D Copeland is right for you?

Licenses & Designations

IA

Issued 08/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Erik D Copeland. Review regulatory record here.
Not sure if Erik D Copeland is right for you?