Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Earl Cooper is a financial advisor with over 25 years of experience in the industry. David is currently registered with Morgan Stanley, a firm with over 15,700 licensed agents. David has been registered in Florida since 2020 and in Texas since 2009. David also has extensive experience with Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., and Sands Brothers & Co., LTD. David has a diverse background and holds Series 7, 31, 63, and 65 licenses. David's focus is on providing financial planning and investment advice to individuals, corporations, and other institutions. David is committed to providing personalized service and helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Ponte Vedra Beach FL)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
07/01/1999 - 04/02/2007
MORGAN STANLEY DW INC. (WHITE PLAINS NY)
NY
05/19/1997 - 07/20/1999
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 04/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Cooper is the right advisor for you? Invested Better is here to help.
