Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey Cooper is a financial advisor registered in Arkansas. Kasey has been working in the financial industry for over 5 years. Kasey is currently employed by Waterloo Capital and previously worked at Equitable Advisors, LLC and Arvest Wealth Management. Kasey is a Series 66 and Series 7TO licensed professional.
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.
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.
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AR
01/01/2025 - Present
Waterloo Capital (ROGERS AR)
AR
01/26/2022 - 11/17/2023
EQUITABLE ADVISORS, LLC (ROGERS AR)
AR
08/02/2019 - 01/21/2022
ARVEST WEALTH MANAGEMENT (Lowell AR)
BOTH
Issued 09/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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