Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Howard Kopeck is a financial advisor with over 30 years of experience in the industry. John has a wide range of experience working with various clients, including individuals, high-net-worth individuals, corporations, trusts, and charitable organizations. John is registered with Ameriprise Financial Services, LLC, which has approximately $479 billion in assets under management. The firm specializes in financial planning, portfolio management, and educational seminars.
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.
Asset allocation 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
05/01/2023 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
OH
05/11/2007 - 07/22/2015
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
OH
02/21/2006 - 05/25/2007
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
MD
06/21/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
KY
01/28/1998 - 06/25/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
08/22/1994 - 02/16/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
07/13/1993 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/08/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 01/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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