Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Cooper is a financial advisor with Cetera Investment Advisers LLC, registered with the state of Texas. Douglas has been in the financial industry since July 2006 and has worked at multiple firms including J.P. Morgan Securities LLC and Hancock Whitney Investment Services Inc. Douglas holds Series 6, 7, 66 and SIE licenses and is a Certified Financial Planner. Douglas specializes in providing financial advice to individuals, corporations, and charitable organizations.
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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2
TX
08/10/2022 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
10/16/2017 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (HOUSTON TX)
TX
10/01/2012 - 10/25/2017
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
07/10/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 09/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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