Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fiore Kopin is an active investment advisor representative with Wells Fargo Clearing Services, LLC. John has been in the industry since 2002. John holds the Series 6, 7, 63, 65 and 26 licenses, and has been registered with the state of Virginia since 2022. John also holds the SIE exam. John is a specialist in insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. In addition to Wells Fargo Clearing Services, LLC, John has held previous positions with USAA Financial Advisors, Inc., SunTrust Investment Services, Inc., BB&T Investment Services, Inc., Citigroup Global Markets Inc., and RBC Centura Securities, Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
VA
11/22/2022 - Present
Wells Fargo Clearing Services, LLC (NORFOLK VA)
FL
03/10/2010 - 09/27/2011
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
VA
05/18/2007 - 03/01/2010
SUNTRUST INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
NC
05/17/2006 - 05/04/2007
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
04/28/2004 - 05/22/2006
CITIGROUP GLOBAL MARKETS INC. (NORFOLK VA)
NC
07/08/2002 - 05/04/2004
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
IA
Issued 11/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Kopin is the right advisor for you? Invested Better is here to help.
