Eric Cope

Eric Cope Email and Phone Number

Owner and President @ Seneca, SC, US
Seneca, SC, US
Eric Cope's Location
Seneca, South Carolina, United States, United States
Eric Cope's Contact Details

Eric Cope work email

Eric Cope personal email

About Eric Cope

Manage client's (individuals and businesses) investment portfolios including brokerage accounts, retirement accounts, college funding accounts (529 Plans), and trust accounts using investments including stocks, bonds, mutual funds, tax-advantaged municipal bonds, annuities, certificates of deposit, and FDIC insured money markets. Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/ or transact business with residents of the following states: CT, FL, GA, NC, NJ, PA, SC, TN, TX.

Eric Cope's Current Company Details
COPE Wealth Management Group

Cope Wealth Management Group

Owner and President
Seneca, SC, US
Eric Cope Work Experience Details
  • Cope Wealth Management Group
    Owner And President
    Cope Wealth Management Group
    Seneca, Sc, Us
  • Cope Wealth Management Group
    Owner/President
    Cope Wealth Management Group May 2005 - Present
    Seneca, Sc
    www.copewealthmanagementgroup.com
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management Nov 2000 - May 2005
    Seneca, South Carolina Area
    Merger with PaineWebber in November 2000.
    View
  • Painewebber
    Investment Executive
    Painewebber May 1996 - May 2005
    Greenville, South Carolina Area
    Merger with UBS in November 2000.
    View
  • Merrill Lynch
    Assistant Financial Advisor
    Merrill Lynch May 1995 - May 1996
    Greenville, South Carolina Area
    Internship
    View

Eric Cope Skills

Retirement Planning Financial Planning Investments Series 7 Portfolio Management Series 63 Series 24 Series 65 Rollovers 529 Plans Roth Ira College Savings Plans Retirement Solutions Ira's 401 K Rollovers Profit Sharing Annuities Stocks Bonds Mutual Funds Iras Fixed Annuities Strategic Financial Planning Retirement Finra Asset Allocation Securities Finance Financial Advisory 401k Investment Advisory Estate Planning

Eric Cope Education Details

Frequently Asked Questions about Eric Cope

What company does Eric Cope work for?

Eric Cope works for Cope Wealth Management Group

What is Eric Cope's role at the current company?

Eric Cope's current role is Owner and President.

What is Eric Cope's email address?

Eric Cope's email address is er****@****hoo.com

What is Eric Cope's direct phone number?

Eric Cope's direct phone number is +186424*****

What schools did Eric Cope attend?

Eric Cope attended Clemson University, Seneca High School.

What are some of Eric Cope's interests?

Eric Cope has interest in Social Services, Kayaking, Boating, Backpacking, Gold Prospecting, Racquetball, Education, Hiking, Disaster And Humanitarian Relief, Mountain Biking.

What skills is Eric Cope known for?

Eric Cope has skills like Retirement Planning, Financial Planning, Investments, Series 7, Portfolio Management, Series 63, Series 24, Series 65, Rollovers, 529 Plans, Roth Ira, College Savings Plans.

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