Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kopp is a registered representative with Bofa Securities, Inc. Jeffrey is based in Houston, Texas, and has been in the industry since November 29, 2021. Jeffrey holds the Series 63, Series 79TO, and SIE licenses and is registered in Texas. Jeffrey previously worked at Credit Suisse Securities (USA) LLC.
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.
Research-related services
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.
Negotiated fees for research-related services
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TX
06/16/2022 - Present
Bofa Securities, Inc. (HOUSTON TX)
TX
10/25/2021 - 05/10/2022
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
BC
Issued 07/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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