Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Copeland is an active Registered Representative and Investment Advisor Representative licensed in Minnesota. Jonathan has been in the industry since March 2016 and has worked with firms such as Principal Securities, Inc., Securian Financial Services, Inc., Cetera Advisor Networks LLC, and now Thrivent Investment Management Inc. Jonathan has a strong background in investment advisory services and financial planning, and is committed to helping clients achieve their financial goals.
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.
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.
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
MN
01/24/2024 - Present
Thrivent Investment Management Inc. (MINNEAPOLIS MN)
CA
08/10/2023 - 01/19/2024
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
MN
06/01/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
02/11/2016 - 05/13/2022
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 06/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/11/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/26/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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