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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shane Cooper is an investment advisor representative at Cetera Investment Advisers LLC. David has been in the industry since 2000. David holds the Series 7, Series 63, and Series 66 securities licenses and is registered to provide investment advisory services in Alabama, Arkansas, California, Colorado, Florida, Georgia, Idaho, Iowa, Louisiana, Michigan, Missouri, Nevada, New Mexico, New York, North Carolina, Oklahoma, Oregon, and Texas. David is a licensed agent in Texas and has been with Cetera Investment Advisers LLC since January 2014. Previous to this, David was with Edward Jones from 1998 to 2002.
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.
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.
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TX
01/21/2014 - Present
Cetera Investment Advisers LLC (WIMBERLEY TX)
MO
07/25/2000 - 01/02/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 2/9/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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