Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brian Coopersmith is an active investment advisor representative with Valmark Advisers, Inc., based in Fort Lauderdale, FL. Jason has been working in the financial industry since July 2014. Jason has a Series 66 license and Series 7 license, allowing him to work with clients in Florida, Virginia, and other states as required. Jason specializes in providing investment advisory services, consulting, financial planning, pension consulting, and selection of other advisors. Jason has previously worked with MML Investors Services, LLC and MSI Financial Services, Inc., before joining Valmark Advisers, Inc. In addition to his financial services, Jason is a managing member of Coopersmith Financial Corporation, a service corporation.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
FL
12/10/2020 - Present
Valmark Advisers, Inc. (Fort Lauderdale FL)
FL
03/25/2017 - 01/03/2020
MML INVESTORS SERVICES, LLC (FORT LAUDERDALE FL)
FL
02/21/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)
FL
07/10/2014 - 02/27/2017
AXA ADVISORS, LLC (BOCA RATON FL)
BOTH
Issued 02/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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