Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nartasha? Claim Your ProfileNartasha Lashane Cooper is a financial advisor with Morgan Stanley, located in Alpharetta, GA. Nartasha has been in the industry since 2003 and holds Series 63, 66, and 7 licenses. Previously, Nartasha worked with E*TRADE SECURITIES LLC. Nartasha's specialties include financial planning, pension consulting, and educational seminars.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
07/24/2009 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
VA
06/30/2008 - 06/12/2009
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
VA
08/02/2005 - 06/25/2008
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
MA
05/25/2004 - 09/15/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
05/30/2003 - 01/30/2004
AXA ADVISORS, LLC (NEW YORK NY)
MN
09/17/2001 - 07/22/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/17/2001 - 07/22/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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