Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cooper is a financial advisor at Schwab Wealth Advisory, Inc., located in Oviedo, FL. David has been in the financial services industry for over 20 years. Prior to joining Schwab Wealth Advisory, Inc., David worked at SECURIAN FINANCIAL SERVICES, INC., NELSON IVEST BROKERAGE SERVICES, INC., NYLIFE SECURITIES INC. and KOVACK SECURITIES INC.. David holds a Series 7, Series 63, Series 24, and Series 66 license. David is also a Certified Financial Planner. David is registered to provide investment advice in 32 states. David specializes in investment advice for individuals, high-net-worth 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
FL
01/03/2020 - Present
Schwab Wealth Advisory, Inc. (OVIEDO FL)
FL
09/23/2009 - 07/31/2015
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/24/2005 - 08/26/2009
NELSON IVEST BROKERAGE SERVICES, INC. (WINTER PARK FL)
NY
05/05/2004 - 02/24/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
FL
08/21/2002 - 03/25/2004
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
GA
02/07/2002 - 08/21/2002
THE MALACHI GROUP, INC. (ATLANTA GA)
FL
11/30/1999 - 01/23/2002
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
BOTH
Issued 01/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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