Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Bernard Cooper is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since 2021. Previously, Jeffery Bernard Cooper was with UBS Financial Services Inc., J.P. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC. Jeffery Bernard Cooper holds a Series 63, Series 66, Series 7TO, Series 6TO, SIE, Series 9 and Series 10 licenses. Jeffery Bernard Cooper is registered in New York.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
GA
06/24/2024 - Present
Goldman Sachs & Co. LLC (ATLANTA GA)
GA
11/10/2023 - 06/20/2024
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
04/29/2022 - 11/06/2023
J.P. MORGAN SECURITIES LLC (Atlanta GA)
GA
01/21/2021 - 04/11/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBUS GA)
BOTH
Issued 05/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffery Cooper is the right advisor for you? Invested Better is here to help.
