Thomas Kopsie (CRD# 2038090) is an Investment Advisor Representative working at Gwn Securities Inc. in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.
CRD# 1796733
Carnegie Wealth Management, LLC
CRD# 5732138
Great Valley Advisor Group, Inc.
CRD# 2913549
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens , FL | Feb 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- PA
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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