Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Kopsie is a financial professional with over 30 years of experience in the industry. Thomas is currently registered with GWN Securities Inc. Thomas's primary focus is providing financial planning and portfolio management services to individuals and businesses. Thomas has a wide range of experience in the financial services industry. Thomas has held previous positions at several firms, including Money Concepts Capital Corp, PMG Securities Corporation, Royal Alliance Associates, Inc., Aetna Investment Services, Inc., and Aetna Life Insurance and Annuity Company. Thomas has earned several industry designations, including Chartered Financial Consultant. Thomas is committed to providing clients with the highest level of service and personalized financial 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.
Helps you choose top advisors aligned with your financial 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.
In lieu of hourly fee, ia can charge a flat fee
1
2
PA
01/11/2007 - Present
GWN Securities Inc. (PLYMOUTH MEETING PA)
FL
01/02/2004 - 03/10/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IL
07/12/2001 - 12/31/2003
PMG SECURITIES CORPORATION (ELGIN IL)
AZ
02/04/1999 - 07/16/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CT
10/15/1993 - 02/04/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
03/26/1990 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 01/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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