Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Diane Cooper is an active investment advisor representative at Edward Jones. Cynthia has been in the financial services industry since February 1, 2014. She has a Series 7, Series 6, Series 63 and Series 66. She is registered to provide investment advice in 29 states and the District of Columbia. Cynthia has prior experience with Sanders Morris Harris Inc. She is currently registered with Edward Jones in Texas and Illinois, and is registered to provide investment advice for both individuals and businesses. Cynthia's prior work experience includes a position with Sanders Morris Harris Inc. in Houston, TX and a position with Edward Jones in St. Louis, MO.
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
IL
01/15/2019 - Present
Edward Jones (WESTERN SPRINGS IL)
IL
01/24/2014 - 08/21/2015
SANDERS MORRIS HARRIS INC. (OAK BROOK IL)
BOTH
Issued 09/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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