Unclaimed
Cooper McGregor is a registered representative with Edward Jones. Cooper has been in the securities industry for over 6 years. Cooper holds the Series 7, 66 and SIE licenses. Cooper has specialized in investments, including but not limited to: Fixed Annuities, Variable Annuities, Mutual Funds, ETFs, Bonds, Stocks, and Options. Cooper is also a Registered Investment Advisor with Edward Jones and has experience providing investment advice to individuals and families. Cooper is also a registered representative of Edward Jones in the state of Texas. Cooper is committed to providing clients with personalized financial advice.
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.
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.
See schedule d - miscellaneous
1
2
LA
07/25/2024 - Present
Edward Jones (NEW ORLEANS LA)
LA
10/18/2021 - 06/06/2022
MML INVESTORS SERVICES, LLC (METAIRIE LA)
LA
09/21/2017 - 05/03/2018
CAPITAL ONE INVESTING, LLC (METAIRIE LA)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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