Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Cooperrider is a financial advisor with over 38 years of experience in the industry. Mark is a Certified Financial Planner™ professional and is registered to provide investment advice in 31 states. Mark is currently employed with Ameriprise Financial Services, LLC, a firm that manages over $479 billion in assets under management. Mark’s experience spans multiple firms, including Ameriprise Advisor Services, Inc., Ohio Savings Securities, Inc., Daley Securities, Inc., and Daley & Company. Mark is dedicated to providing financial planning, portfolio management, and asset allocation services to a wide range of clients, including individuals, families, trusts, estates, businesses, and charitable organizations.
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.
Asset allocation services
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
OH
10/05/2009 - Present
Ameriprise Financial Services, LLC (Pepper Pike OH)
OH
10/14/1986 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MAYFIELD OH)
NA
02/15/1985 - 09/29/1986
OHIO SAVINGS SECURITIES, INC.
NA
02/25/1985 - 04/09/1985
DALEY SECURITIES, INC.
NA
03/22/1984 - 02/22/1985
DALEY & COMPANY
IA
Issued 07/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/31/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/03/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Cooperrider is the right advisor for you? Invested Better is here to help.
