Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juanita? Claim Your ProfileJuanita McCormick is a financial advisor at Copper Financial. Juanita has been in the industry since 1999. Juanita holds a Series 6, 7, 24, 63, and 65 license and the SIE. Juanita has experience with CUNA Brokerage Services, Inc., Ameriprise Financial Services, LLC, and LPL Financial LLC. Juanita specializes in Retirement Planning, Investment Advice, Mutual Funds, and Stocks. In addition to being a financial advisor, Juanita is also a partner at Dapper Dani LLC, a company that sells used authentic handbags and accessories.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Fees from third-party managers to whom we refer business
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.
1
2
OK
01/23/2024 - Present
Copper Financial (Oklahoma City OK)
OK
11/28/2022 - 01/19/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Oklahoma City OK)
OK
05/18/2022 - 12/22/2022
LPL FINANCIAL LLC (OKLAHOMA CITY OK)
OK
12/08/2009 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (OKLAHOMA CITY OK)
OK
06/08/1999 - 12/03/2009
AXA ADVISORS, LLC (OKLAHOMA CITY OK)
NY
06/08/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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