Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cooper is an Investment Advisor Representative who has been in the industry for 22 years. Andrew is licensed in New York and Texas. Andrew Cooper is currently registered with Cerity Partners LLC, where Andrew has been employed since July 2023. Prior to that, Andrew Cooper was employed at AJ WEALTH STRATEGIES, LLC. Andrew Cooper has passed Series 7 and Series 66 exams. Andrew Cooper is licensed to sell insurance. Cerity Partners LLC specializes in providing investment advisory services to individuals, businesses, charitable organizations, pooled investment vehicles, and pension and profit sharing plans. Cerity Partners LLC provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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.
Tax services; bill pay
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/05/2023 - Present
Cerity Partners LLC (NEW YORK NY)
NY
11/29/2005 - 05/09/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/22/2005 - 12/12/2005
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
05/14/2001 - 08/11/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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