Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paterson Cope is a financial advisor with Cope Private Wealth, where he specializes in providing financial planning and portfolio management services. Robert has been in the industry since 2017 and is a Certified Financial Planner®. Robert previously worked at Private Client Services, LLC and FSC Securities Corporation. Robert earned his Series 7, Series 66, and SIE licenses.
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.
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.
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AL
11/17/2020 - Present
Cope Private Wealth (BIRMINGHAM AL)
AL
01/06/2020 - 11/16/2020
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
TX
08/21/2017 - 01/24/2018
FSC SECURITIES CORPORATION (HOUSTON TX)
BOTH
Issued 08/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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