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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph David Copeland is a financial advisor registered in multiple states with Morgan Stanley. Joseph is a registered representative with Morgan Stanley in Indianapolis, IN. Joseph has over 17 years of experience in the financial services industry, having started his career in 2006. Joseph worked with Stifel, Nicolaus & Company, Incorporated from 2008 to 2017 before joining Morgan Stanley. Joseph has worked at Morgan Stanley since 2017. Joseph specializes in serving high-net-worth individuals, corporations, insurance companies, charitable organizations, investment companies, and pension and profit-sharing plans. Joseph has a diverse range of financial services offerings, including financial planning, asset allocation advice, portfolio management, selection of other advisers, 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
08/17/2017 - Present
Morgan Stanley (Indianapolis IN)
IN
03/12/2008 - 08/25/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
IN
07/28/2006 - 02/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
BOTH
Issued 09/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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