Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Salbe Coppeta is a financial advisor with LPL Financial LLC. Leo Salbe Coppeta has been in the industry for 34 years. Leo Salbe Coppeta works with clients of all ages, including high net worth individuals, corporations, and charities. Leo Salbe Coppeta offers financial planning services and portfolio management, including services for pooled investment vehicles. Leo Salbe Coppeta is registered with FINRA and is licensed to provide investment advice in 15 states, including California, Connecticut, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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CA
02/19/2013 - Present
LPL Financial LLC (MILL VALLEY CA)
NJ
09/15/1989 - 05/11/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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