Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Lewis Cooper is a financial advisor with over 40 years of experience in the industry. Charles Cooper is currently registered with Osaic Wealth, Inc., which is located in Greeley, CO and Kansas City, MO. Charles Cooper has also previously been registered with Securities America, Inc., Sunset Financial Services, Inc., Multi-Financial Securities Corporation, St. Paul Investors, Inc., and Consolidated Investment Services, Inc. Charles Cooper holds Series 6, 22, 26, 63, and SIE licenses, along with the Certified Financial Planner designation.
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.
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
CO
06/14/2024 - Present
Osaic Wealth, Inc. (GREELEY CO)
CO
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (GREELEY CO)
CO
09/26/1995 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (GREELEY CO)
CO
03/21/1985 - 09/27/1995
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
07/12/1984 - 04/09/1985
ST. PAUL INVESTORS, INC.
NA
08/31/1983 - 07/09/1984
CONSOLIDATED INVESTMENT SERVICES, INC.
BC
Issued 07/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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