Unclaimed
Andrew Cooper is a financial advisor with Global Retirement Partners LLC. Andrew has been in the industry since June 2002, with previous experience at Dunbar, Bender & Zapf, Inc., GWFS Equities, Inc., and LPL Financial, LLC. Andrew is licensed to provide investment advisory services in Pennsylvania and is a Registered Representative in Pennsylvania. Andrew specializes in providing financial planning, pension consulting, and selection of other advisors services.
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.
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.
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2
CA
08/31/2020 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
PA
10/02/2019 - 12/09/2022
LPL FINANCIAL LLC (PITTSBURGH PA)
CO
07/27/2016 - 09/03/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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