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Katharine Elizabeth Coppola

First Advisors National, LLC

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About Katharine Elizabeth Coppola

Katharine Elizabeth Coppola is a financial advisor currently registered with First Advisors National, LLC, in Milford, Connecticut. Katharine has been in the industry since 2006 and has a Series 66, Series 7 and SIE license. Katharine has previously worked at Jefferson National Securities Corporation and UBS Financial Services Inc. Katharine specializes in portfolio management for individuals, financial planning, and retirement planning consultations. Katharine is also licensed to sell insurance and annuities and works with Noble Insurance Marketing in Barrington, Illinois.

Firm Information

Katharine Coppola is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

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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percentage of assets

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

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other

Solicitor/endorsement fees

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Katharine Coppola’s Registration & Firm History

CT

01/15/2016 - Present

First Advisors National, LLC (Milfiord CT)

OH

04/26/2010 - 08/11/2015

JEFFERSON NATIONAL SECURITIES CORPORATION (COLUMBUS OH)

CT

08/07/2006 - 03/19/2010

UBS FINANCIAL SERVICES INC. (NEW HAVEN CT)

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Licenses & Designations

BOTH

Issued 09/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katharine Elizabeth Coppola.
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