Unclaimed
Christopher Alan Cooper is a financial advisor with over 20 years of experience in the financial services industry. Christopher is registered with Morgan Stanley and has a Series 16 license. Christopher also previously worked at Morgan Stanley & Co. LLC and E*TRADE Securities LLC. Christopher's expertise includes asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Christopher is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/01/2009 - Present
Morgan Stanley (PURCHASE NY)
NJ
12/10/2020 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
07/01/2002 - 07/02/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 06/26/2002
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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