Unclaimed
Nicholas Chopey is a financial professional with over 30 years of experience in the industry. He has been a registered representative with Equitable Advisors, LLC since 2018. Prior to that, Nicholas spent time at J.P. Morgan Securities LLC, J.P. Morgan Clearing Corp., and other firms. He is licensed in New Jersey, New York, and Pennsylvania, and holds various securities licenses, including Series 66, Series 63, Series 24, Series 10, Series 9, Series 4, Series 7, and SIE.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/16/2020 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NY
11/23/2009 - 07/27/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/14/2005 - 07/27/2016
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
NY
06/14/2005 - 12/31/2008
J.P.MORGAN SECURITIES INC. (BROOKLYN NY)
MA
10/20/2004 - 12/09/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/29/1987 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
07/19/2002 - 09/17/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NA
07/26/1984 - 10/05/1987
Q & R CLEARING CORPORATION
BOTH
Issued 10/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/12/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Nicholas Chopey is the right advisor for you? Invested Better is here to help.