Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cooper? Claim Your ProfileCooper Burwell is a registered investment advisor with Wells Fargo Clearing Services, LLC. Cooper is also licensed to conduct business in 53 states and is active in both broker-dealer and investment advisor roles. Cooper has been in the financial industry since 2018 and has a strong background working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cooper has experience working with both Truist Investment Services, Inc. and GWFS Equities, Inc. Cooper's expertise lies in providing investment consulting services, financial planning, pension consulting, and portfolio management.
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
NC
06/03/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
04/22/2024 - 05/22/2024
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
11/15/2022 - 01/24/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
CO
11/10/2021 - 02/22/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 01/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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