Unclaimed
Kelly Ryan Cooper is a financial advisor in the Houston area. Kelly is a Registered Investment Advisor and has been in the industry for over 6 years. Kelly specializes in providing financial planning, portfolio management, and pension consulting services. Kelly works for U.S. Capital Wealth Advisors, LLC. Kelly's background includes working with various firms including Commonwealth Financial Network, LPL Financial LLC, and PURSHE KAPLAN STERLING INVESTMENTS.
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.
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.
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2
TX
06/02/2017 - Present
U.s. Capital Wealth Advisors, LLC (HOUSTON TX)
TX
06/02/2017 - 12/31/2017
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
06/02/2016 - 06/02/2017
COMMONWEALTH FINANCIAL NETWORK (AUSTIN TX)
TX
12/18/2012 - 06/15/2016
LPL FINANCIAL LLC (AUSTIN TX)
BC
Issued 02/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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