Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maura? Claim Your ProfileMaura Copsey is an investment advisor representative with Captrust. Maura is a financial professional with a demonstrated history of working in the financial services industry. Maura has a strong understanding of the investment management process. Maura is registered with the state of South Carolina. Maura has held previous positions with Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Maura has expertise in a variety of investment areas including portfolio management for individuals and businesses, pension consulting, and financial planning.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
SC
07/02/2021 - Present
Captrust (GREENVILLE SC)
SC
09/07/2007 - 05/01/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE SC)
SC
07/26/2000 - 09/07/2007
WACHOVIA SECURITIES, LLC (GREENVILLE SC)
NC
08/20/1997 - 04/23/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Maura Copsey is the right advisor for you? Invested Better is here to help.
