Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard M. Coppola is a financial professional with over 20 years of experience in the industry. Richard is currently registered with Citigroup Global Markets Inc. and holds a Series 99 and SIE license. Richard focuses on a wide range of financial services including investment planning, portfolio management, financial planning, and selection of other advisors. Richard's experience and qualifications position Richard to provide valuable financial guidance to clients.
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.
Asset allocation advice
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.
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2
NY
11/29/2017 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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