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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Copeland is a financial advisor with Commonwealth Financial Network. James has been in the financial services industry since 2005 and has experience with various firms, including VOYA FINANCIAL ADVISORS, INC., AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., LPL FINANCIAL CORPORATION, and NATIONWIDE INVESTMENT SERVICES CORPORATION. James holds the Series 6, Series 7, and SIE licenses. James is also a registered representative in Ohio and Florida. James offers financial planning, educational seminars, portfolio management, and pension consulting services. James is committed to providing clients with personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/17/2021 - Present
Commonwealth Financial Network (WALTHAM MA)
OH
06/02/2014 - 05/18/2021
VOYA FINANCIAL ADVISORS, INC. (Findlay OH)
OH
02/04/2008 - 06/03/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FINDLAY OH)
OH
12/07/2006 - 02/05/2008
LPL FINANCIAL CORPORATION (FINDLAY OH)
OH
08/01/2005 - 09/22/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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