Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cooper? Claim Your ProfileCooper Edward Wetch is an investment advisor representative who is licensed in 52 states and the District of Columbia. Cooper has been in the financial industry for over 1 year and has been registered with Fidelity Personal And Workplace Advisors since October 2022. Cooper is a Series 7TO and Series 66 licensed representative, and holds the SIE certification. Cooper's experience and qualifications provide clients with the assurance of knowing that they are working with a qualified and experienced advisor.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
04/10/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 2/5/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/8/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 2/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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