Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Cole Cooper is a financial advisor with Raymond James Financial Services Advisors, Inc. Amy has been in the financial industry since 2006. Amy holds licenses for both securities and investment advising, and has a strong background in working with individual clients, corporations, and charitable organizations. Amy has experience in a range of financial services, including investment management, financial planning, and retirement planning. Amy is also able to provide consulting services, and offers educational seminars. Amy is a registered representative of Raymond James Financial Services, Inc. and is an investment advisor representative of Raymond James Financial Services Advisors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
SC
03/02/2018 - Present
Raymond James Financial Services Advisors, Inc. (MOUNT PLEASANT SC)
SC
01/04/2011 - 03/05/2018
SUNTRUST INVESTMENT SERVICES, INC. (MT. PLEASANT SC)
SC
04/04/2008 - 01/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MYRTLE BEACH SC)
SC
07/25/2007 - 04/10/2008
SUNTRUST INVESTMENT SERVICES, INC. (MT. PLEASANT SC)
TN
10/25/2005 - 03/22/2007
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 03/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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