Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Cope is a financial advisor with over 30 years of experience in the industry. Kevin has held various roles at prominent financial institutions such as Credit Suisse First Boston Corporation, Bear, Stearns & Co. Inc., and Salomon Brothers Inc. He is a Managing Member of C4M Global Advisors LLC, a related advisor of Cope Corrales. Currently, Kevin is a registered investment advisor in California, District of Columbia, and Virginia. He has a strong track record of success in providing investment advice and financial planning services to individuals, corporations, and pension plans. Kevin specializes in working with high-net-worth individuals, corporations, and pension plans. He has a wide range of experience in investment management, financial planning, and estate planning. Kevin is committed to providing his clients with personalized, customized advice that meets their unique needs and goals. He is also a strong advocate for his clients and is always looking out for their best interests.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Private placement consulting
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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VA
12/10/2024 - Present
Cope Corrales (ARLINGTON VA)
NJ
02/08/2001 - 10/10/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
10/07/1996 - 10/09/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
03/06/1995 - 10/11/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/21/1994 - 03/13/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
08/26/1991 - 04/06/1994
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 09/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 08/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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