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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Haris? Claim Your ProfileHaris Kopic is a financial advisor at Tolleson Private Wealth Management, where Haris is a Registered Investment Advisor. Haris is a Certified Financial Planner™ and has been in the industry since 2010. Haris has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Tolleson Private Wealth Management is a fee-based firm that offers a range of services, including financial planning, portfolio management, and investment due diligence and monitoring. Haris is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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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TX
01/20/2022 - Present
Tolleson Private Wealth Management (DALLAS TX)
MN
04/13/2011 - 02/10/2015
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
04/14/2011 - 02/02/2015
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
04/28/2010 - 03/31/2011
COUNTRY CAPITAL MANAGEMENT COMPANY (CHANHASSEN MN)
IA
Issued 06/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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