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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wesley Cooper is a financial advisor with over 25 years of experience in the industry. John is currently registered with Greenwood Capital Associates, LLC. He is also registered with the states of Florida, North Carolina, and New York. John is a Certified Financial Planner and has a Series 7, 9, 10, 52, 63, and 65. John has previously worked with AXA Advisors, LLC and H&R Block Financial Advisors, Inc. John has a strong focus on working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. John is a property manager and joint owner of Midtown Property Management, LLC. He is a dedicated advisor who has a passion for helping his clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting, consulting to retirement plan sponsors
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.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
1
2
SC
04/25/2016 - Present
Greenwood Capital Associates, LLC (GREENWOOD SC)
NY
11/30/2001 - 10/18/2004
AXA ADVISORS, LLC (NEW YORK NY)
MI
09/18/1997 - 12/07/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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