Eric Cope Email & Phone Number
Owner and President
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Eric Cope Location
- Seneca, SC, US
Eric Cope Work
- 2005 -now Owner and President @ COPE Wealth Management Group
- 2000 -2005 Financial Advisor @
- 1996 -2005 Investment Executive @
- 1995 -1996 Assistant Financial Advisor @
Eric Cope Education
- Clemson University
Financial Management (Finance-Investments)
1992-1996 - Seneca High School 1988-1992
Eric Cope Skills
- Fixed Annuities
- IRAs
- Profit Sharing
- Portfolio Management
- Stocks
- Securities
- Series 7
- IRA's
- Investment Advisory
- Retirement Planning
- Financial Advisory
- Marketing
- Retirement Solutions
- Investments
- 401k
- Strategic Financial Planning
- College Savings Plans
- Annuities
- Financial Planning
- Mutual Funds
- Asset Allocation
- Finance
- Rollovers
- Retirement
- Management
- Roth IRA
- 401 K Rollovers
- Series 63
- Strategic Financial
- FINRA
- Series 24
- Estate Planning
- 529 Plans
- Series 65
- Bonds
- Project Management
Eric Cope Summary
- Eric Cope, based in Seneca, SC, US, is currently a Owner and President at COPE Wealth Management Group. Eric Cope brings experience from previous roles at UBS Wealth Management, PaineWebber and Merrill Lynch. Eric Cope holds a 1992 - 1996 Financial Management in Finance-Investments @ Clemson University. With a robust skill set that includes Fixed Annuities, IRAs, Profit Sharing, Portfolio Management, Stocks and more. Eric Cope has 1 emails and 1 mobile phone numbers on RocketReach.
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