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Haley Cooper is a registered investment advisor representative with Fifth Third Securities, Inc., based in Louisville, Kentucky. Haley has been in the financial industry since 2021 and is licensed to provide investment advisory services in Kentucky. Haley has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). In addition, Haley has earned the Investment Company Products/Variable Contracts Representative Examination (Series 6TO) and the Securities Industry Essentials Examination (SIE) credentials.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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KY
02/06/2024 - Present
Fifth Third Securities, Inc. (LOUISVILLE KY)
IA
Issued 02/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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