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Kate Zien Koplin is a financial_advisor professional located in Agawam, MA. They specialize in financial advisory. With over 11 years of experience, they bring deep expertise to every client.
Kate Zien Koplin - Commonwealth Financial Network holds an active professional license (FINRA CRD) for your protection.
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Kate Zien Koplin is a financial advisor based in Agawam, Massachusetts, with 11 years of experience in the financial services industry. She is registered with FINRA (Financial Industry Regulatory Authority) under CRD #6066816, which tracks her professional qualifications and regulatory standing. Working with Commonwealth Financial Network, she provides financial advisory services to clients seeking guidance on their financial planning and investment decisions.
Kate Zien Koplin holds a FINRA CRD registration, which means she is registered with the Financial Industry Regulatory Authority—the primary regulatory body overseeing brokers and financial professionals in the United States. This registration indicates she meets FINRA's qualification standards and is subject to ongoing compliance and regulatory oversight. Her CRD number (6066816) is a permanent identifier that allows clients and regulators to verify her registration status, disciplinary history, and professional background. FINRA registration is required for individuals offering investment advice or securities services.