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Terri A Copeland
TERRI ANN COOLEY, Terri Ann Copeland, Terri Copeland, TERRI ANN LONG, TERRI A SOWDER…
CRD#: 4543890
IA
B
EDWARD JONESCRD#: 250 523 STATE HWY 248 STE 1
BRANSON, MO 65616
BRANSON, MO 65616
0
Disclosures
21
Years of Experience
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State Registrations
B
Arizona 6/13/2024
IA
Missouri 5/12/2023
B
Arkansas 5/12/2023
B
Oklahoma 11/13/2024
B
Colorado 1/13/2025
B
Oregon 6/5/2024
B
District of Columbia 6/27/2024
B
Tennessee 5/12/2023
B
Florida 9/12/2023
B
Texas 5/22/2024
B
Georgia 6/3/2024
IA
Texas 6/5/2024
B
Kansas 9/29/2023
B
Virginia 5/22/2024
B
Missouri 5/12/2023
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 5/12/2023
B
Registered with this firm since 5/12/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/13/2018 - 05/16/2023 | SPRINGFIELD, MO | |
B | 07/13/2018 - 05/16/2023 | SPRINGFIELD, MO | |
IA | 01/19/2007 - 06/15/2018 | SPRINGFIELD, MO | |
B | 08/18/2003 - 06/15/2018 | SPRINGFIELD, MO |
SPRINGFIELD, MO
07/13/2018 - 05/16/2023
SPRINGFIELD, MO
07/13/2018 - 05/16/2023
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.