Marc Kopelman

Financial Advisor at Raymond James

Role: Financial Advisor Wealth Management Specialist at Raymond James
Location: Fort Lauderdale, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Marc Kopelman

At Raymond James, I provide wealth management and retirement income planning strategies…

Experience

Financial Advisor Wealth Management Specialist
Raymond James
Oct 2009 — Present

Education

Florida International University
MS*, Accounting
1985 — 1987

Contact information

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Work email
m••••••••@raymondjames.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••50

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Current company

Raymond James

Financial Services · 20K employees · Founded 1962 · St. Petersburg, Florida, United States

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

raymondjames.com

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About Marc Kopelman

Experience

Financial Advisor Wealth Management Specialist

Education

Florida International University

Find verified contacts for anyone on LinkedIn