Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cooper is a financial advisor with over 11 years of experience in the industry. Michael is a Registered Representative and Investment Advisor Representative, currently with Kestra Advisory Services, LLC. Michael is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 securities licenses. Michael has previously worked at Hornor, Townsend & Kent, LLC and has experience working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Michael provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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NJ
10/31/2023 - Present
Kestra Advisory Services, LLC (Edison NJ)
NY
12/03/2015 - 10/31/2023
HORNOR, TOWNSEND & KENT, LLC (NEW YORK NY)
BC
Issued 12/14/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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