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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Baird Cooper is a financial advisor with Beacon Pointe Advisors, LLC. Matthew has been in the financial industry since 1992, and has worked for Beacon Pointe Advisors since 2002. Matthew is a registered investment advisor in Texas. Matthew holds the Series 6, Series 7, Series 24, and Series 63 licenses. Matthew has been a financial advisor for many years and has extensive experience in the financial services industry.
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.
Consulting 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.
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TX
05/21/2010 - Present
Beacon Pointe Advisors, LLC (PLANO TX)
IA
03/05/2002 - 10/20/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
MN
04/13/1992 - 02/28/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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