Unclaimed
Jennifer Cooper is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with Global Retirement Partners LLC, where she is providing administrative support. Jennifer has previously worked at Commonwealth Financial Network, PURSHE KAPLAN STERLING INVESTMENTS, CETERA INVESTMENT SERVICES LLC, and FINTEGRA, LLC. Jennifer has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Jennifer holds the Series 7, Series 63, and Series 65 licenses.
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.
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
WY
08/07/2024 - Present
Global Retirement Partners LLC (Gillette WY)
TX
06/20/2017 - 09/13/2022
COMMONWEALTH FINANCIAL NETWORK (Austin TX)
TX
06/02/2017 - 06/16/2017
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
03/20/2015 - 06/02/2017
COMMONWEALTH FINANCIAL NETWORK (AUSTIN TX)
WY
12/14/2006 - 01/16/2015
CETERA INVESTMENT SERVICES LLC (GILLETTE WY)
WY
11/16/2001 - 12/15/2006
FINTEGRA, LLC (GILLETTE WY)
MT
09/20/2000 - 11/19/2001
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 05/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Cooper is the right advisor for you? Invested Better is here to help.