Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Kopp is a financial advisor who has been in the industry since 2004. She has worked for several firms throughout her career, including American Express Financial Advisors Inc., IDS Life Insurance Company, Jackson National Life Distributors LLC, and Morgan Stanley DW Inc., before joining Morgan Stanley in 2023. She is registered to provide investment advice in 46 states. Sarah holds several licenses, including Series 7, Series 66 and SIE. Her areas of expertise include financial planning, portfolio management for individuals, businesses and investment companies, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
08/30/2023 - Present
Morgan Stanley (Denver CO)
TN
07/25/2006 - 04/16/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CO
06/02/2005 - 07/26/2006
MORGAN STANLEY DW INC. (DENVER CO)
MN
08/25/2004 - 04/27/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/25/2004 - 04/27/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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