Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cavett? Claim Your ProfileCavett Robert Cooper is an Investment Advisor Representative registered in Alabama and Texas. Cavett has been in the financial services industry since February 2011 and is a Certified Financial Planner. Cavett is currently employed by Oneascent Financial Services LLC, a firm registered with the Securities and Exchange Commission. Oneascent Financial Services LLC provides financial planning, portfolio management for individuals and businesses, pension consulting, and other services. Cavett has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
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.
Consulting
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
AL
06/25/2019 - Present
Oneascent Financial Services LLC (Birmingham AL)
AL
02/20/2012 - 02/22/2017
AMERIPRISE FINANCIAL SERVICES, INC. (HUNTSVILLE AL)
TN
04/25/2011 - 09/26/2011
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
02/16/2011 - 03/18/2011
PARK AVENUE SECURITIES LLC (BIRMINGHAM AL)
IA
Issued 03/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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