Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Gabrielle Kopf is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Jessica has been in the financial industry for over ten years. Jessica has a Series 7, Series 6 and Series 66 license. Jessica has experience working with a number of different firms including Sanford C. Bernstein & Co., LLC, BB&T Securities, LLC, UBS Financial Services Inc., Oppenheimer & Co. Inc., G.F. Investment Services, LLC, Girard Securities, Inc., and Pruco Securities, LLC. Jessica's specialties include portfolio management for individuals and selection of other advisors.
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.
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.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
FL
03/06/2017 - 08/14/2018
SANFORD C. BERNSTEIN & CO., LLC (WEST PALM BEACH FL)
FL
07/15/2016 - 02/16/2017
BB&T SECURITIES, LLC (Palm Beach FL)
FL
05/12/2015 - 07/26/2016
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
FL
01/08/2015 - 05/01/2015
OPPENHEIMER & CO. INC. (FORT LAUDERDALE FL)
FL
01/15/2014 - 01/02/2015
G.F. INVESTMENT SERVICES, LLC (FORT LAUDERDALE FL)
FL
08/01/2013 - 09/18/2013
G.F. INVESTMENT SERVICES, LLC (FORT LAUDERDALE FL)
FL
12/13/2012 - 04/01/2013
GIRARD SECURITIES, INC. (BOCA RATON FL)
FL
02/10/2011 - 07/18/2011
PRUCO SECURITIES, LLC. (BOCA RATON FL)
BOTH
Issued 05/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jessica Kopf is the right advisor for you? Invested Better is here to help.
