Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you E'lea? Claim Your ProfileE'lea Cooper grant is a financial advisor with Raymond James & Associates, Inc. E'lea has been working in the financial industry since 2017 and has a wide range of experience in providing financial advice to individuals, businesses and institutions. E'lea has passed the Series 7, 6, 63, 66, 9 and 10 exams and is registered in 52 states, including Pennsylvania where E'lea is also registered as an Investment Advisor Representative. Prior to joining Raymond James, E'lea has worked for Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citizens Securities, Inc. E'lea is dedicated to helping clients reach their financial goals and provides personalized financial planning services to help clients make informed decisions about their investments.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/30/2022 - Present
Raymond James & Associates, Inc. (NEWTOWN PA)
PA
01/08/2020 - 03/23/2022
WELLS FARGO CLEARING SERVICES, LLC (RADNOR PA)
DE
03/05/2018 - 12/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
PA
09/20/2017 - 01/19/2018
CITIZENS SECURITIES, INC. (HAVERTOWN PA)
BOTH
Issued 06/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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