Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ronald Cooper is a financial professional with over a decade of experience in the industry. James has a strong background in securities, having passed the Series 6, 7, and 63 exams. James is a Chartered Financial Consultant and currently holds a Series 6, 7, and 63 licenses. He is registered to provide financial advice in Georgia. James is currently employed by Packerland Brokerage Services, Inc. and is a member of FINRA. James's previous experience includes roles at COUNTRY CAPITAL MANAGEMENT COMPANY, LPL FINANCIAL CORPORATION, and PFS INVESTMENTS INC.
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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WI
08/02/2019 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
GA
08/21/2012 - 07/23/2019
COUNTRY CAPITAL MANAGEMENT COMPANY (CUMMING GA)
GA
10/03/2006 - 10/08/2009
LPL FINANCIAL CORPORATION (JASPER GA)
GA
08/14/2006 - 10/04/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 08/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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