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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Coplan is a financial advisor with over 23 years of experience in the financial services industry. Jeffrey currently works as a registered representative and investment advisor representative for Raymond James Financial Services Advisors, Inc. in Eden Prairie, MN. Jeffrey has a broad range of experience, having previously worked as a registered representative and investment advisor representative for EDWARD JONES in Eden Prairie, MN. Jeffrey is licensed to provide investment advisory services in 36 states. Jeffrey holds multiple securities licenses including Series 7, 9, 10, 63, and SIE, and holds the designation of Certified Financial Planner™. In addition to working as a financial advisor, Jeffrey is also the owner/proprietor of Emerald Group Properties and a support company owner for Integrity Wealth.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (EDEN PRAIRIE MN)
MN
03/14/2000 - 05/23/2006
EDWARD JONES (EDEN PRAIRIE MN)
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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