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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cooper? Claim Your ProfileCooper Guthrie is a financial advisor with over 7 years of experience in the financial services industry. Cooper is registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in 27 states. Cooper currently works in the Corte Madera, CA branch of Wells Fargo Clearing Services. Cooper has a strong track record of helping clients achieve their financial goals. Cooper specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cooper is also experienced in providing financial planning, portfolio management, and investment consulting 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
CA
02/20/2020 - Present
Wells Fargo Clearing Services, LLC (CORTE MADERA CA)
BOTH
Issued 01/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2016
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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