Unclaimed
Isaiah Cooper is a financial advisor at Eagle Strategies LLC, an investment advisor headquartered in New York, NY. Isaiah Cooper is registered with FINRA, a self-regulatory organization, and has passed the Series 7, Series 6, Series 63, and SIE exams. Isaiah Cooper is licensed to provide financial advice in Delaware, Florida, Maryland, New Jersey, Pennsylvania, Rhode Island, Texas, and Virginia. Isaiah Cooper has been in the financial industry since 2019 and has a history of working with individuals, high-net-worth individuals, corporations, 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.
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
PA
11/07/2024 - Present
Eagle Strategies LLC (WAYNE PA)
BC
Issued 10/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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