Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kopf is an investment advisor representative registered with Edward Jones. Steven Kopf is a principal licensed with the firm since 2016. Steven Kopf has been in the financial industry since July 1994. Steven Kopf previously worked with FFP Securities, Inc., where he was registered as a broker-dealer and an investment advisor representative until September 1996. Steven Kopf's current employer, Edward Jones, is a full-service financial services firm that provides a range of financial products and services, including investment management, financial planning, and insurance. The firm is headquartered in St. Louis, Missouri. Edward Jones has over 19,000 financial advisors across the United States and Canada.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/18/2016 - Present
Edward Jones (ST LOUIS MO)
MO
07/12/1994 - 09/26/1996
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 02/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1995
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 10/15/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Steven Kopf is the right advisor for you? Invested Better is here to help.
