Unclaimed
Cameron Cooper is a financial advisor with Assetmark Brokerage, LLC, a firm located in Phoenix, AZ. Cameron has been in the financial services industry since 2008. Prior to joining Assetmark Brokerage, LLC, Cameron worked at USAA FINANCIAL ADVISORS, INC., CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CHASE INVESTMENT SERVICES CORP. Cameron holds the Series 6, 7, and 63 licenses. Cameron is registered in Florida.
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.
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.
1
2
AZ
10/28/2020 - Present
Assetmark Brokerage, LLC (Phoenix AZ)
AZ
01/04/2019 - 04/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
01/17/2018 - 10/30/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
01/05/2017 - 03/15/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
04/23/2008 - 12/02/2009
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Cameron Cooper is the right advisor for you? Invested Better is here to help.