Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Jacquelyn Cooper is a financial advisor with Edelman Financial Engines, a leading provider of financial planning and investment management services. With over 20 years of experience in the industry, Isabel has a proven track record of helping individuals and families achieve their financial goals. Isabel holds the Series 7, Series 63, and Series 65 licenses, demonstrating her knowledge and expertise in the financial industry.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (ASHBURN VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ASHBURN VA)
VA
08/29/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ALEXANDRIA VA)
MD
07/19/2004 - 10/05/2007
NYLIFE SECURITIES LLC (BETHESDA MD)
NY
08/28/2000 - 06/22/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/24/2000 - 09/19/2000
CHASE SECURITIES INC. (NEW YORK NY)
NY
10/17/1996 - 07/17/1998
CHASE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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