Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cooper? Claim Your ProfileCooper Meeks is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Cooper has been in the financial industry since January 6, 1997. Cooper is registered in 27 states and has a Series 7, Series 31, Series 63 and Series 65 license. Cooper has been with Wells Fargo Advisors Financial Network, LLC since October 2022. Before that, Cooper was with WELLS FARGO CLEARING SERVICES, LLC from September 2012 to October 2022. Cooper also worked with Morgan Stanley Smith Barney from June 2009 to September 2012 and Citigroup Global Markets Inc. from January 1997 to June 2009. Cooper specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Cooper also provides investment consulting services to institutional clients.
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
AR
10/17/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLE ROCK AR)
AR
09/07/2012 - 10/14/2022
WELLS FARGO CLEARING SERVICES, LLC (LITTLE ROCK AR)
AR
06/01/2009 - 09/14/2012
MORGAN STANLEY SMITH BARNEY (LITTLE ROCK AR)
AR
01/07/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LITTLE ROCK AR)
IA
Issued 12/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cooper Meeks is the right advisor for you? Invested Better is here to help.
