Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andrew Kopp is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with J.W. Cole Advisors, Inc. and is actively working with clients in Florida, Kentucky, New Hampshire, North Carolina, Ohio, South Carolina, Texas, Virginia and West Virginia. Robert is also a registered Investment Advisor Representative in West Virginia. In addition to his current registration, Robert has previously worked with other firms such as LPL Financial LLC, Securities Service Network, Inc., Sagepoint Financial, Inc., Montecito Advisors, Inc., A. G. Edwards & Sons, Inc., J.C. Bradford & Co., Smith Barney Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Robert has a wide range of experience in the financial services industry, and he specializes in financial planning, portfolio management for businesses and individuals, and educational seminars. Robert is committed to providing his clients with personalized financial advice and guidance, and he works closely with them to help them achieve their financial goals.
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.
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.
Hourly & fixed rate consulting
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
WV
05/03/2019 - Present
J. W. Cole Advisors, Inc. (HUNTINGTON WV)
WV
11/05/2013 - 05/22/2019
LPL FINANCIAL LLC (HUNTINGTON WV)
AZ
06/08/2009 - 11/06/2013
SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)
WV
03/28/2007 - 06/09/2009
SAGEPOINT FINANCIAL, INC. (HUNTINGTON WV)
CA
10/30/2006 - 03/21/2007
MONTECITO ADVISORS, INC. (SANTA BARBARA CA)
WV
06/15/1998 - 07/14/2006
A. G. EDWARDS & SONS, INC. (CHARLESTON WV)
NY
07/07/1994 - 08/06/1998
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/31/1993 - 07/14/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/24/1982 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/05/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1983
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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