Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Roberts Cooper is a financial professional with Northwestern Mutual Investment Services, LLC, a firm based in Milwaukee, Wisconsin. Clayton is a registered representative with FINRA and is licensed in 28 states, plus the District of Columbia, as well as the District of Columbia, for broker-dealer activities. Clayton is also a registered Investment Advisor Representative in Oregon. Clayton has a strong background in financial services with over 10 years of experience in the industry. Clayton is an active member of the financial services community and has a passion for helping clients reach 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WA
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (Vancouver WA)
IA
Issued 05/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Clayton Cooper is the right advisor for you? Invested Better is here to help.
