Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kopco is a registered representative with Edward Jones, a firm that manages approximately $10 billion to $50 billion in assets. Lisa has been in the financial industry since February 21, 2012, and has held previous positions with Key Investment Services LLC, McDonald Investments Inc., and Key Investments Inc. Lisa has experience providing financial planning, pension consulting, and portfolio management services to individuals and businesses. She has passed the Series 6, 7, 63, 66, and SIE exams. Lisa is currently registered in Arizona, California, Florida, Georgia, Illinois, Louisiana, Maine, Mississippi, Nevada, Ohio, Pennsylvania, South Carolina, and West Virginia.
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.
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.
See schedule d - miscellaneous
1
2
OH
01/08/2025 - Present
Edward Jones (AMHERST OH)
OH
01/23/2009 - 11/04/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
06/30/2004 - 02/15/2007
MCDONALD INVESTMENTS INC. (ROCKY RIVER OH)
OH
05/14/1999 - 11/26/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
05/05/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
03/13/1995 - 04/30/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 04/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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