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Loretta Gene Coppola

B. Riley Wealth Management

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About Loretta Gene Coppola

Loretta Coppola is a financial professional with over 28 years of experience in the industry. Loretta is currently registered with B. Riley Wealth Management in Boca Raton, FL. Prior to joining B. Riley Wealth Management, Loretta was employed at NATIONAL SECURITIES CORPORATION, VFINANCE INVESTMENTS, INC, BROOKSTREET SECURITIES CORPORATION, 247MARKET.COM and BARBER & BRONSON INCORPORATED. Loretta has passed several industry examinations including the Series 63, Series 14, Series 24, Series 99TO, SIE, and Series 7. Loretta is currently registered in Colorado and Florida.

Firm Information

Loretta Coppola is currently registered with B. Riley Wealth Management. B. Riley Wealth Management is a Corporation formed on January 10, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

130

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.

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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Loretta Coppola’s Registration & Firm History

FL

04/14/2022 - Present

B. Riley Wealth Management (Boca Raton FL)

FL

07/06/2007 - 07/22/2022

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

FL

01/03/2011 - 12/19/2017

VFINANCE INVESTMENTS, INC (BOCA RATON FL)

FL

11/12/1998 - 07/11/2007

BROOKSTREET SECURITIES CORPORATION (FT. LAUDERDALE FL)

FL

06/29/2000 - 08/27/2003

247MARKET.COM (FT. LAUDERDALE FL)

FL

12/14/1993 - 10/01/1998

BARBER & BRONSON INCORPORATED (MIAMI FL)

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Licenses & Designations

BC

Issued 07/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/16/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Loretta Gene Coppola.
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