Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Coppock is a registered representative with Citizens Securities, Inc., and has been in the industry since August 2007. Scott has a Series 7 and Series 66 license as well as a SIE license. Scott has been with Citizens Securities, Inc., since December 2011. Scott currently has active registrations in Arizona, California, Colorado, Florida, Georgia, Indiana, Iowa, Maine, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Utah, Virginia, and West Virginia. Scott also holds licenses to work as an Investment Advisor Representative in the states of Arizona, California, Colorado, Florida, Georgia, Indiana, Iowa, Maine, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Rhode Island, South Carolina, Utah, Virginia, and West Virginia. Scott has previous experience with Edward Jones. Scott is a registered representative of Citizens Securities, Inc., and offers financial planning services to individuals and businesses. Scott also participates in a wrap fee program. Scott is a coach for soccer and basketball and devotes 30 hours per month to these activities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
MA
09/15/2022 - Present
Citizens Securities, Inc. (LITTLETON MA)
MA
07/12/2007 - 12/02/2011
EDWARD JONES (LEXINGTON MA)
BOTH
Issued 07/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Coppock is the right advisor for you? Invested Better is here to help.
