Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy M Kopchick is an Investment Advisor Representative associated with Avantax Advisory Services in Clinton Township, MI. Timothy has been in the industry since December 16, 2009. Timothy is licensed to provide financial advice in Michigan. Timothy has passed the Series 66, Series 65, Series 7 and SIE exams. Timothy has a strong background in tax and accounting and provides financial advice and planning services to individuals, businesses, and pension plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MI
02/18/2015 - Present
Avantax Advisory Services (CLINTON TOWNSHIP MI)
IA
Issued 01/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Kopchick is the right advisor for you? Invested Better is here to help.
