Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Kopkin is a financial advisor at Stifel, Nicolaus & Company, Inc. Mark has been in the financial services industry since 1984. Mark has a wide range of experience, including working with high net worth individuals, corporations, and institutions. Mark is registered to provide investment advisory services in Georgia 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.
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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2
GA
01/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (ATLANTA GA)
GA
02/13/2013 - 05/23/2017
RAYMOND JAMES & ASSOCIATES, INC. (ALPHARETTA GA)
GA
03/16/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ALPHARETTA GA)
GA
06/15/2002 - 03/20/2007
WACHOVIA SECURITIES, LLC (ALPHARETTA GA)
NC
11/05/1999 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
09/07/1990 - 11/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/25/1988 - 09/14/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
09/19/1986 - 02/02/1988
BEAR, STEARNS & CO. INC.
NA
10/26/1984 - 10/10/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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