Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keyan? Claim Your ProfileKeyan Marie Cooper is a financial advisor with over 20 years of experience in the industry. Keyan has worked at a variety of firms including Regions Investment Company, Inc., Morgan Keegan & Company, Inc., Capital One Investments, LLC and Capital One Investment Services LLC. Currently, Keyan is registered with Morgan Stanley in Louisiana and Texas and holds a variety of securities licenses and certifications. Keyan's expertise is in the area of financial planning and investment management and offers a variety of advisory services to individuals, businesses and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
04/08/2020 - Present
Morgan Stanley (New Orleans LA)
LA
01/02/2015 - 07/12/2016
CAPITAL ONE INVESTING, LLC (NEW ORLEANS LA)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW ORLEANS LA)
LA
10/22/2002 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (NEW ORLEANS LA)
TN
04/12/2001 - 05/29/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
10/11/2000 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 12/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/03/2004
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Keyan Cooper is the right advisor for you? Invested Better is here to help.
