Unclaimed
Laurence B Cooper is a financial advisor who has been in the industry since July 9, 2013. Laurence is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7TO, SIE, and 66 licenses. Laurence has been a Registered Representative with Cetera Investment Advisers LLC since February 12, 2020, and also serves as an insurance agent for various companies. Laurence has previously worked with SUMMIT BROKERAGE SERVICES, INC. and PRUCO SECURITIES, LLC. Laurence specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
1
2
NJ
02/12/2020 - Present
Cetera Investment Advisers LLC (Marlton NJ)
NJ
10/16/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Marlton NJ)
NJ
07/10/2013 - 10/21/2015
PRUCO SECURITIES, LLC. (MARLTON NJ)
BOTH
Issued 08/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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