Unclaimed
Andrew Harris Cooley is a registered investment advisor representative. Andrew has been in the securities industry since March 2018. Andrew Cooley is currently employed by Invesco Advisers, Inc. Previously, Andrew worked for FIRST REPUBLIC SECURITIES COMPANY, LLC in New York, New York. Andrew has passed the Series 66, SIE, and Series 7 exams. Andrew has 1 approved SRO registration, 1 approved FINRA registration, 1 approved state registration, and 1 approved IA state registration. Andrew Cooley is registered in New York and Texas. Andrew Cooley specializes in portfolio management for businesses, individuals, investment companies, and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
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.
1
2
NY
03/25/2022 - Present
Invesco Advisers, Inc. (New York NY)
NY
03/19/2018 - 03/14/2022
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
BOTH
Issued 05/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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