Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cooper? Claim Your ProfileCooper Grady is a financial advisor currently registered with Stratos Wealth Partners, Ltd. Cooper is also a Certified Financial Planner and a Chartered Financial Consultant. Cooper has a diverse background in the financial industry, having previously worked with Northwestern Mutual Investment Services, LLC, Robert Gorman, Advisor Group and Marathon Financial Group. Prior to joining Stratos Wealth Partners, Ltd., Cooper worked for OSAIC WEALTH, INC. Cooper holds Series 7TO, SIE, and Series 6 licenses and specializes in providing financial planning and advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Cooper also offers a variety of investment management services, including portfolio management for businesses and individuals, as well as pension consulting and selection of other advisors.
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.
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.
Percentage of assets under management with third party managers
1
2
SC
02/13/2024 - Present
Stratos Wealth Partners, Ltd. (Charleston SC)
CA
06/01/2023 - 02/15/2024
OSAIC WEALTH, INC. (REDWOOD CITY CA)
SC
04/24/2014 - 04/15/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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