Unclaimed
Jared Hendrik Copinga is a financial advisor associated with Prime Capital Financial. Jared has been in the financial services industry for over 20 years and holds several licenses and certifications, including Series 6, 7, 24, 63, and 65. Jared specializes in working with high-net-worth individuals, corporations, and charitable organizations. Jared is dedicated to helping clients achieve their financial goals and providing them with the personalized guidance they need to make informed financial decisions.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
11/08/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
UT
08/07/2007 - 04/17/2015
TD AMERITRADE, INC. (DRAPER UT)
MI
04/04/2007 - 05/18/2007
FIRST HEARTLAND CAPITAL, INC. (GRAND RAPIDS MI)
MI
06/18/2003 - 04/04/2007
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
KS
04/25/2000 - 06/19/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
04/12/1999 - 09/10/1999
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
NY
03/24/1999 - 04/02/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 06/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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