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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawana? Claim Your ProfileLawana Cooper is an investment advisor representative at UBS Financial Services Inc. Lawana has been in the industry since 2007 and holds the Series 66, Series 7, and SIE licenses. Lawana is registered in Michigan and is currently active in both the securities and investment advisory businesses. Lawana's specializations include retirement planning, mutual funds, variable annuities, bonds, stocks, options, and other investment advisory services. Lawana's firm has over $50 billion in assets under management and is a leading provider of financial services to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
01/06/2024 - Present
UBS Financial Services Inc. (TROY MI)
BOTH
Issued 06/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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