Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon David Coppola is a registered representative with LPL Financial LLC and has been in the securities industry since August 14, 2008. Jon David Coppola is also registered as an investment advisor representative and is licensed in New York. Jon David Coppola has previously worked at M&T Securities, Inc., TD Private Client Wealth LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., CITICORP INVESTMENT SERVICES, and WADDELL & REED, 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/24/2023 - Present
LPL Financial LLC (NEW YORK NY)
NY
05/24/2013 - 06/08/2021
M&T SECURITIES, INC. (NEW YORK NY)
NY
02/28/2013 - 03/18/2013
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
NY
10/23/2009 - 09/10/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/16/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
10/27/2004 - 11/11/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
KS
08/19/2002 - 06/12/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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