Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lincoln? Claim Your ProfileLincoln Kopetski is a financial advisor with over 20 years of experience in the industry. Lincoln is registered with Merit Financial Advisors in Alpharetta, GA. Lincoln is a Certified Financial Planner and offers a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Lincoln has previously been registered with several other firms including LPL Financial LLC, U.S. Bancorp Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Edward Jones, Salomon Smith Barney Inc., and Waddell & Reed, Inc.
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.
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.
Consulting fees
1
2
GA
10/06/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
01/07/2019 - 08/16/2024
LPL FINANCIAL LLC (TACOMA WA)
WA
07/30/2012 - 01/08/2019
U.S. BANCORP INVESTMENTS, INC. (BONNEY LAKE WA)
WA
10/23/2009 - 08/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
WA
09/26/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TACOMA WA)
WA
02/28/2002 - 09/30/2008
EDWARD JONES (TACOMA WA)
NY
06/10/1999 - 02/25/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
KS
03/16/1999 - 07/15/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 05/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lincoln Kopetski is the right advisor for you? Invested Better is here to help.
