Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kopina is an investment advisor representative who has been in the industry since 1994. He is currently registered with Key Investment Services LLC in Colorado and California. Jeffrey has previously been registered with several other firms, including NYLIFE Securities LLC, BANCWEST INVESTMENT SERVICES, INC., and EDWARD JONES. Jeffrey holds a Series 7, Series 63, Series 66, and Series 24 license. Jeffrey specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CO
05/06/2022 - Present
KEY Investment Services LLC (Boulder CO)
CO
01/26/2021 - 10/07/2021
NYLIFE SECURITIES LLC (DENVER CO)
CO
01/26/2018 - 12/31/2020
BANCWEST INVESTMENT SERVICES, INC. (HIGHLANDS RANCH CO)
CO
04/21/2015 - 01/29/2018
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
CO
06/15/2012 - 01/07/2015
EDWARD JONES (ERIE CO)
CO
05/24/2011 - 03/09/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ARVADA CO)
CO
11/27/2006 - 05/09/2011
NEW ENGLAND SECURITIES (DENVER CO)
CO
07/24/2006 - 08/30/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
SC
09/01/1994 - 03/11/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
09/22/1992 - 09/07/1994
GOVETT FINANCIAL SERVICES LIMITED (SAN FRANCISCO CA)
CA
03/21/1991 - 07/08/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
TX
07/11/1990 - 03/19/1991
A I M DISTRIBUTORS, INC. (HOUSTON TX)
CA
10/03/1985 - 06/12/1990
EQUITEC SECURITIES COMPANY (OAKLAND CA)
NA
04/06/1983 - 10/21/1985
MML INVESTORS SERVICES, INC.
NA
01/04/1983 - 10/21/1985
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
05/03/1984 - 11/30/1984
A. G. EDWARDS & SONS, INC.
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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