Unclaimed
Matthew Cooper is a financial advisor at Dimensional Fund Advisors LP. Matthew has over 16 years of experience in the industry. Matthew is licensed in 50 states and the District of Columbia and holds Series 63, 65, 7 and SIE exams. Matthew specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/02/2010 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BC
Issued 02/11/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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