Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mischelle? Claim Your ProfileMischelle Copeland is a financial advisor who has been in the industry since 1988. Mischelle Copeland is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2006. Prior to that, Mischelle Copeland was registered with J.P. Morgan Securities Inc., Banc One Securities Corporation, MBank Capital Markets, Inc., Rauscher Pierce Refsnes, Inc., Gillespie & Holland, Inc., NCNB Texas Securities, Inc., and RepublicBank Financial Markets, Inc. Mischelle Copeland is licensed to provide financial advice in several states, including Texas, California, Florida, Idaho, Indiana, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, New Mexico, North Carolina, Ohio, Oklahoma, Tennessee, Virginia, and Wisconsin. Mischelle Copeland specializes in providing financial advice to individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
1
2
TX
11/24/2006 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
07/01/2006 - 11/29/2006
J.P. MORGAN SECURITIES INC. (DALLAS TX)
TX
10/26/1990 - 07/01/2006
BANC ONE SECURITIES CORPORATION (DALLAS TX)
NA
09/07/1990 - 10/26/1990
MBANK CAPITAL MARKETS, INC.
NA
12/07/1988 - 03/20/1989
RAUSCHER PIERCE REFSNES, INC.
NA
05/03/1988 - 12/16/1988
GILLESPIE & HOLLAND, INC.
NA
11/06/1987 - 05/04/1988
NCNB TEXAS SECURITIES, INC.
NA
09/04/1986 - 11/06/1987
REPUBLICBANK FINANCIAL MARKETS, INC.
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe 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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