Ian Coppersmith
Financial Advisor - CERTIFIED FINANCIAL PLANNER“ professional serving individuals and families with estate and wealth strategies, financial assessments, and retirement planning.
- Role
- Financial Advisor at Edward Jones
- Location
- Enid, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Ian Coppersmith
Our team works with a select group of families to help them manage their financial…
Experience
Financial Advisor
Aug 2012 — Present · Enid, OK, US
Skills
- Bonds
- Financial Advisory
- Variable Annuities
- Life Insurance
- Long-Term Care
- Series 6
- Saving for Education
- 401k
- Investment Strategies
- Asset Allocation
- Etfs
- Fixed Annuities
- Social Media
- Long Term Care Insurance
- Customer Service
- Wealth Strategies
- Roth Ira
- Retirement Planning
- Securities
- Investments
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