Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drake? Claim Your ProfileDrake Brannen Cooper is a financial advisor at Meridian Wealth Management, LLC, Drake has been working as a financial advisor since May 2022. Drake is registered in Louisiana as an Investment Advisor Representative (IAR). Drake has a Series 65 (Uniform Investment Adviser Law Examination) and Series 63 (Uniform Securities Agent State Law Examination). Drake also holds the Series 7TO (General Securities Representative Examination) and SIE (Securities Industry Essentials Examination). Drake provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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KY
11/27/2023 - Present
Meridian Wealth Management, LLC (LEXINGTON KY)
LA
09/12/2022 - 10/25/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Baton Rouge LA)
IA
Issued 11/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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