Christine Kopecky is a registered investment advisor, based in Whitefish Bay, WI, with 3 years of industry experience.
Location
Whitefish Bay, WI
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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.
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Current Registrations
Transamerica Investors Securities, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Transamerica Retirement Advisors, LLC
December 2023 - Present · 2 yrs 5 mos
Transamerica Investors Securities, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
August 2023 - November 2023 · 3 mos
Securities America Advisors, INC.
August 2023 - November 2023 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
May 2020 - October 2021 · 1 yr 5 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.