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TIMOTHY ALEXANDER KOERPER
TIM KOERPER, TIMOTHY KOERPER
CRD#: 4926483
IA
B
WELLS FARGO ADVISORSCRD#: 19616 800 N MAGNOLIA AVE 14TH FL
[E2-RBO]
ORLANDO, FL 32803
[E2-RBO]
ORLANDO, FL 32803
0
Disclosures
19
Years of Experience
View By:
State Registrations
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Alabama 5/1/2019
B
Missouri 9/30/2011
B
California 9/30/2011
B
Nevada 4/4/2019
B
Colorado 4/4/2019
B
New Jersey 9/30/2011
B
Connecticut 2/9/2024
B
New Mexico 2/9/2024
B
Delaware 10/29/2015
B
New York 9/30/2011
B
Florida 9/30/2011
B
North Carolina 9/30/2011
IA
Florida 10/10/2011
B
Ohio 9/30/2011
B
Georgia 9/30/2011
B
Oklahoma 2/9/2024
B
Hawaii 3/15/2016
B
Oregon 1/5/2016
B
Idaho 2/9/2024
B
Pennsylvania 11/8/2016
B
Illinois 9/30/2011
B
Rhode Island 2/9/2024
B
Kansas 8/25/2022
B
South Carolina 11/2/2015
B
Louisiana 6/11/2015
B
Tennessee 1/16/2020
B
Maine 2/10/2016
B
Texas 9/30/2011
B
Maryland 9/30/2011
B
Utah 2/15/2024
B
Massachusetts 2/8/2022
B
Virginia 9/30/2011
B
Michigan 5/8/2014
B
Wisconsin 6/19/2018
SRO Registrations
B
B
B
B
B
B
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IA
Registered with this firm since 10/10/2011
B
Registered with this firm since 9/30/2011
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/15/2010 - 10/03/2011 | MT. DORA, FL | |
B | 03/29/2010 - 10/03/2011 | MT. DORA, FL | |
IA | 10/12/2006 - 03/17/2010 | ORLANDO, FL | |
B | 10/03/2006 - 03/17/2010 | ORLANDO, FL | |
IA | 07/05/2005 - 03/15/2006 | TAMPA, FL | |
B | 04/29/2005 - 03/15/2006 | PURCHASE, NY |
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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.