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 who has been in the industry since 1983. Charles is currently registered with Osaic Wealth, INC. and has been with the firm since 2024. Prior to that, Charles was with Securities America, INC. for over 10 years and Sunset Financial Services, INC. for almost 20 years. Charles has a broad range of experience in the financial services industry and has a proven track record of providing exceptional service to his clients.
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.
1
2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (Kansas City MO)
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 7/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/28/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/30/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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