Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Cooper is a financial advisor with MML Investors Services, LLC, located in Cincinnati, Ohio. Charles has been in the industry since 2003 and has experience in providing investment advice and financial planning services to individuals, businesses, and retirement plans. Charles also holds licenses for offering insurance products.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
12/13/2022 - Present
MML Investors Services, LLC (CINCINNATI OH)
OH
09/22/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
05/27/2009 - 09/20/2010
W&S BROKERAGE SERVICES, INC. (BLUE ASH OH)
OH
05/19/2008 - 03/30/2009
NFP SECURITIES, INC. (CINCINNATI OH)
OH
06/14/2006 - 05/23/2008
W&S BROKERAGE SERVICES, INC. (BLUE ASH OH)
OH
12/02/2003 - 01/18/2005
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
BC
Issued 06/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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