Unclaimed
Brian Cooper is a financial advisor with over 12 years of experience in the industry. Brian Cooper is currently registered with Northwest Financial Advisors LLC and holds Series 66, SIE and Series 7 licenses. Brian Cooper has previously worked with Ameriprise Financial Services, Inc. Brian Cooper provides investment advisory services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Brian Cooper specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
1
2
VA
02/05/2014 - Present
Northwest Financial Advisors LLC (HERNDON VA)
VA
10/20/2010 - 01/30/2013
AMERIPRISE FINANCIAL SERVICES, INC. (ALEXANDRIA VA)
BOTH
Issued 03/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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