Unclaimed
Andrew Cooper is an investment advisor representative registered with Fisher Investments. Andrew has been in the industry since June 2014 and is licensed in California and Texas. Andrew specializes in providing financial planning services, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Andrew is also registered to provide portfolio assessment services. Andrew holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination.
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.
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.
Portfolio assessment
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.
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CA
03/07/2022 - Present
Fisher Investments (SAN MATEO CA)
IA
Issued 09/08/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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