Unclaimed
Lauren Cooper is a registered Investment Advisor Representative with Corecap Advisors. Lauren is licensed in Ohio and has been in the industry since September 2014. Lauren holds a Series 65 license. Lauren has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and other clients. Lauren is also a Senior Law Clerk with COOPER, ADEL & ASSOCIATIES, LPA.
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.
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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OH
11/10/2014 - Present
Corecap Advisors (CENTERBERG OH)
IA
Issued 11/07/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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