Unclaimed
Cooper Buesking Milledge is a financial advisor with over 30 years of experience in the industry. Cooper is registered with Wells Fargo Clearing Services, LLC, and has been associated with the firm since 2008. Before that, Cooper was registered with A. G. EDWARDS & SONS, INC. from 1993 to 2008 and KIDDER, PEABODY & CO. INCORPORATED from 1992 to 1993. Cooper holds Series 7, 31, and 66 licenses, and has extensive experience in various investment products and services.
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.
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.
Investment consulting services to institutional clients
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
CT
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (GREENWICH CT)
CT
04/24/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWICH CT)
NY
09/30/1992 - 02/04/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 03/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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