Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cooper? Claim Your ProfileCooper Louis Michaelis is a registered representative and investment advisor representative with Grayscale Advisors. Cooper has been in the financial services industry since October 2018. Cooper holds the Series 7, Series 63, and Series 66 licenses. Cooper has prior experience at Vanguard Marketing Corporation. Cooper works from Grayscale Advisors' Stamford office and is registered to offer securities and advisory services in Connecticut.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CT
07/24/2024 - Present
Grayscale Advisors (STAMFORD CT)
PA
09/26/2018 - 07/15/2024
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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