Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jordan Cooper is a financial advisor with over 20 years of experience in the financial services industry. David has been registered with Schwab Wealth Advisory, Inc. since 2015. Prior to joining Schwab Wealth Advisory, Inc., David was a registered representative with Securian Financial Services, Inc., Nelson IVest Brokerage Services, Inc., NYLIFE Securities Inc., Kovack Securities Inc., The Malachi Group, Inc., and Empire Financial Group, Inc. David is a Certified Financial Planner and has held various licenses and certifications, including Series 7, Series 24, Series 63, and Series 66. David is currently registered with the following states: Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. In addition to his work with Schwab Wealth Advisory, Inc., David also works as a self-employed insurance agent.
OVIEDO, FL
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.
1
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 1/7/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
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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