Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Cooper is a Registered Investment Advisor representative. Kenneth has been in the industry since 2001. Kenneth is currently employed by U.S. Capital Wealth Advisors, LLC, located in Houston, Texas, where Kenneth is a Registered Investment Advisor. Kenneth also has previous employment at LPL FINANCIAL LLC and CIBC WORLD MARKETS CORP. Kenneth Cooper is licensed to conduct business in Texas. Kenneth has passed the Series 63, 65, 7 and SIE exams. Kenneth has specialized in working with individuals, corporations, investment companies, charitable organizations, and pension and profit sharing plans. Kenneth has over 20 years of experience in the financial industry and is committed to providing clients with personalized financial advice and guidance.
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
01/08/2018 - Present
U.s. Capital Wealth Advisors, LLC (HOUSTON TX)
TX
09/10/2001 - 06/15/2016
LPL FINANCIAL LLC (AUSTIN TX)
NY
08/24/1998 - 07/07/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 01/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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