Unclaimed
Vance Copenhaver is a financial professional with over 30 years of experience in the securities industry. Vance is currently registered with Pruco Securities, LLC and has been with them since 2005. Prior to that, Vance worked for Fidelity Brokerage Services LLC. Vance's areas of expertise include investment company products/variable contracts, securities and general securities sales. Vance has a strong track record of providing investment advice and guidance to both individuals and businesses. Vance has a total of 3 state exams and 3 product exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
OH
10/02/2008 - Present
Pruco Securities, LLC (BATAVIA OH)
RI
08/13/1993 - 10/21/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 11/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1993
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 04/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/05/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/13/1998
Series 4 - Registered Options Principal Examination
BC
Issued 06/22/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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