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 over 30 years of experience. Charles has a strong background in the financial services industry, having worked for various firms such as Cetera Advisor Networks LLC and Brokers Transaction Services, Inc. Charles currently holds a Series 7, Series 66, and Series 52 license and is a registered representative with LPL Financial LLC. Charles is a CFA charter holder and has extensive experience providing financial planning, investment management, and consulting services to individuals, businesses, and institutions. Charles’ experience, qualifications and dedication to serving clients make him a valuable resource for those seeking financial guidance and support.
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 and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/26/2019 - Present
LPL Financial LLC (EDINA MN)
MN
11/19/2007 - 12/09/2019
CETERA ADVISOR NETWORKS LLC (EDINA MN)
NA
02/01/1994 - 03/18/1994
BROKERS TRANSACTION SERVICES, INC.
BOTH
Issued 02/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1990
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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