SK
SK

Stacy Kopach

27 Years of Experience
Columbus, OH
Broker

Stacy Kopach is a registered investment advisor, based in Columbus, OH, with 27 years of industry experience.

Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Nationwide Investment Advisors, LLC
January 2020 - Present · 6 yrs 4 mos
Nationwide Investment Services CorporationBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2016 - October 2019 · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 2016 - October 2019 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - June 2016 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - June 2016 · 7 yrs 8 mos
Citigroup Global Markets INC.
December 2007 - October 2008 · 10 mos
Citigroup Global Markets INC.Broker
November 2007 - October 2008 · 11 mos
Citicorp Investment ServicesBroker
July 2001 - November 2004 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1996 - May 2001 · 4 yrs 5 mos
Bear, Stearns & CO. INC.Broker
October 1994 - August 1996 · 1 yr 10 mos
State Registrations2 states
ILOH
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.