Tammy M. Coppage
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Tammy Marie Coppage, who also goes by Tammy Marie Fricke, was a registered financial professional .
Tammy is a previously registered financial professional and started their career in finance in 1996. Tammy had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 26, 2006 - December 31, 2006
SUMMIT WEALTH MANAGEMENT,INC
August 31, 2006 - November 26, 2008
LANDMARK INVESTMENT GROUP, INC
August 17, 2006 - February 19, 2013
SUMMIT WEALTH MANAGEMENT, INC
January 6, 2004 - September 20, 2004
BANC ONE SECURITIES CORPORATION
December 3, 2003 - September 20, 2004
BANC ONE SECURITIES CORPORATION
February 19, 2003 - November 7, 2003
ADVISORS ASSET MANAGEMENT, INC.
May 17, 1998 - February 19, 2003
CITICORP INVESTMENT SERVICES
December 15, 1997 - April 30, 1998
FROST BROKERAGE SERVICES, INC.
January 16, 1996 - September 5, 1997
TD AMERITRADE, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current firm
No current employment
Red Flags
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