Unclaimed Profile

James Michael Copell

TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.·HASBROUCK HEIGHTS, New Jersey

Series 65Clean record11 years registeredTRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.

500 ROUTE 17, HASBROUCK HEIGHTS, NJ 07604CRD# 6385243Firm CRD# 110240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Michael Copell · HASBROUCK HEIGHTS, NJ

Registration

CRD #6385243 · TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC. · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.

TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.

Dec 2014 – Dec 2016

HASBROUCK HEIGHTS, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 1, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.

CRD 110240 · SEC 801-60043

Employees

Total firm employees

Services offered by TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.

Per Form ADV

Other

View all advisors at TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does James Michael Copell offer?

James Michael Copell is a registered financial advisor in HASBROUCK HEIGHTS, New Jersey.

What are James Michael Copell's credentials?

James Michael Copell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Michael Copell located?

James Michael Copell is based in HASBROUCK HEIGHTS, New Jersey, last registered with TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC..

How does James Michael Copell charge for services?

James Michael Copell's firm is compensated through other: no fee arrangements at this time. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.?

TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.

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Other Advisors at TRUST AND FIDUCIARY MANAGEMENT SERVICES, INC.

James Peter Trozze

HASBROUCK HEIGHTS, NJ

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