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Joseph Michael Cope

Cope Corrales

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About Joseph Michael Cope

Joseph Michael Cope is a financial professional with over 15 years of experience in the industry. Currently, Joseph is Managing Partner and Advisor at Cope Corrales, a firm with a focus on providing financial planning, portfolio management, and private placement consulting services. Prior to joining Cope Corrales, Joseph held positions at Park Avenue Securities LLC and Pruco Securities, LLC.

Firm Information

Joseph Cope is currently registered with Cope Corrales. Cope Corrales is a registered investment advisor headquartered in Arlington, Virginia. They offer a range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit sharing plans. They are focused on providing private placement consulting services to a client base that includes individuals, corporations, and pension plans.
Cope Corrales

1700 N. MOORE ST.

ARLINGTON, VA 22209

$244.93M

Assets Under Management

42

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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private placement consulting

Private placement consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Cope’s Registration & Firm History

VA

02/24/2021 - Present

Cope Corrales (ARLINGTON VA)

MD

09/04/2006 - 02/01/2019

PARK AVENUE SECURITIES LLC (BETHESDA MD)

MD

04/19/2004 - 07/26/2006

PRUCO SECURITIES, LLC. (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 05/15/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Cope.
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