Edward Mark Kopko
Professional Summary
Edward Mark Kopko, who also goes by Edward M Kopko, was a registered financial advisor. Edward was a previously registered financial professional and started their career in finance 1976 - 1991. Edward had worked at 2 firms and has passed the Series 63, Series 1, F04 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Edward M Kopko
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
NORTH AMERICAN INVESTMENT CORP.
Contact Information
Established
Connecticut since 09/19/1977Firm Type
CorporationFiscal Year End
MarchDocuments
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Mar 1976F04 — Financial Principal Examination
Passed Jan 1978Series 40 — Registered Principal Examination
Passed Jan 1978Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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