Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cooper? Claim Your ProfileCooper T. Cerulo is a registered investment advisor representative with Equitable Advisors, LLC. Cooper has been active in the financial services industry since 2014 and has been registered in multiple states across the country. Previously, Cooper was a registered representative with CUSO Financial Services, L.P. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cooper has a strong track record of helping clients meet their financial goals and providing them with comprehensive financial planning services. Cooper holds a Series 7, Series 24 and Series 66 license and has a strong understanding of the financial markets and investment products. Cooper specializes in providing services to individuals and businesses.
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.
1
2
MA
09/19/2024 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
05/08/2018 - 07/17/2023
CUSO FINANCIAL SERVICES, L.P. (WORCESTER MA)
MA
11/04/2014 - 05/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN MA)
BOTH
Issued 12/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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