Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kopan has been an active advisor for over 38 years. He has extensive experience in the financial services industry, having worked for firms such as Vestax Securities Corporation and New England Securities. Gregory currently works with Cetera Investment Advisers LLC and is registered with FINRA, as well as 40 state jurisdictions.
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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OH
03/21/2024 - Present
Cetera Investment Advisers LLC (TOLEDO OH)
OH
07/25/1997 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
06/21/1985 - 07/29/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 4/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 9/30/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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