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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 registered with Cetera Investment Advisers LLC, and is located in Houston, TX. Douglas has 17 years of experience in the financial services industry. Douglas is licensed in 12 states and has the following licenses and registrations: Series 6, Series 7, Series 66, and SIE. Douglas is also a Certified Financial Planner. Douglas has been associated with Hancock Whitney Investment Services Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. in previous roles. Douglas’s current practice is focused on individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, 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 9/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/2008
Series 7 - General Securities Representative Examination
BC
Issued 7/7/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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